TFA
CRC

Transamerica Financial Advisors’s California Resources Corporation CRC Stock Holding History

Transamerica Financial Advisors’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1
Closed – – 538
2020
Q2 		$0 Buy
+1
New +$2 ﹤0.01% 536
2019
Q3 		– Sell
-1
Closed – – 578
2019
Q2 		$0 Buy
+1
New +$21 ﹤0.01% 579
2019
Q1 		– Sell
-1
Closed – – 513
2018
Q4 		$0 Hold
1
– – ﹤0.01% 541
2018
Q3 		$1K Hold
1
– – ﹤0.01% 509
2018
Q2 		$1K Hold
1
– – ﹤0.01% 505
2018
Q1 		$1K Hold
1
– – ﹤0.01% 454
2017
Q4 		$1K Hold
1
– – ﹤0.01% 432
2017
Q3 		$1K Hold
1
– – ﹤0.01% 418
2017
Q2 		$1K Hold
1
– – ﹤0.01% 395
2017
Q1 		$1K Hold
1
– – ﹤0.01% 389
2016
Q4 		$1K Sell
1
-1
-50% -$15 ﹤0.01% 423
2016
Q3 		$1K Hold
2
– – ﹤0.01% 418
2016
Q2 		$1K Sell
2
-12
-86% -$191 ﹤0.01% 387
2016
Q1 		$1K Sell
14
-2
-13% -$24 ﹤0.01% 736
2015
Q4 		$1K Hold
16
– – ﹤0.01% 811
2015
Q3 		$1K Sell
16
-17
-52% -$666 ﹤0.01% 822
2015
Q2 		$3K Buy
33
+5
+18% +$403 ﹤0.01% 744
2015
Q1 		$3K Sell
28
-150
-84% -$9.18K ﹤0.01% 753
2014
Q4 		$10K Buy
+178
New +$10.7K ﹤0.01% 506

Other funds holding CRC

CIM
Coastal Investment Management Los Angeles, California $71.8M AUM 80.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Transamerica Financial Advisors's CRC Position: Q3 2020 in Review

Transamerica Financial Advisors sold out of California Resources Corporation (CRC) in Q3 2020, closing a stake of 1 share.

Transamerica Financial Advisors first reported a position in CRC in Q4 2014 and held it in 19 quarters. The position peaked at $10K in Q4 2014. 35 funds tracked by Wall St. Rank hold CRC as of Q3 2020.

  • Transamerica Financial Advisors reported no remaining California Resources Corporation position as of Q3 2020 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1 California Resources Corporation share in Q3 2020.
  • Transamerica Financial Advisors first reported a position in California Resources Corporation in Q4 2014 and held it in 19 quarters.
  • Transamerica Financial Advisors's California Resources Corporation position peaked at $10K in Q4 2014.
  • 35 funds tracked by Wall St. Rank held California Resources Corporation as of Q3 2020.

Based on Transamerica Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.