VFA
CRC

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

Valeo 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
-7
Closed – – 2306
2020
Q2 		$0 Hold
7
– – ﹤0.01% 2230
2020
Q1 		$0 Hold
7
– – ﹤0.01% 1998
2019
Q4 		$0 Hold
7
– – ﹤0.01% 1791
2019
Q3 		$0 Hold
7
– – ﹤0.01% 1743
2019
Q2 		$0 Hold
7
– – ﹤0.01% 1727
2019
Q1 		$0 Hold
7
– – ﹤0.01% 1689
2018
Q4 		$0 Hold
7
– – ﹤0.01% 1883
2018
Q3 		$0 Sell
7
-2
-22% -$77 ﹤0.01% 1937
2018
Q2 		$0 Buy
9
+4
+80% +$127 ﹤0.01% 1837
2018
Q1 		$0 Hold
5
– – ﹤0.01% 1655
2017
Q4 		$0 Buy
5
+2
+67% +$28 ﹤0.01% 1481
2017
Q3 		$0 Buy
+3
New +$24 ﹤0.01% 1201

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

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

Valeo Financial Advisors sold out of California Resources Corporation (CRC) in Q3 2020, closing a stake of 7 shares.

Valeo Financial Advisors first reported a position in CRC in Q3 2017 and held it in 12 quarters. The position peaked at $0 in Q2 2020. 35 funds tracked by Wall St. Rank hold CRC as of Q3 2020.

  • Valeo Financial Advisors reported no remaining California Resources Corporation position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 7 California Resources Corporation shares in Q3 2020.
  • Valeo Financial Advisors first reported a position in California Resources Corporation in Q3 2017 and held it in 12 quarters.
  • Valeo Financial Advisors's California Resources Corporation position peaked at $0 in Q2 2020.
  • 35 funds tracked by Wall St. Rank held California Resources Corporation as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.