VWM
CRC

Valley Wealth Managers’s California Resources Corporation CRC Stock Holding History

Valley Wealth Managers’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
2017
Q1 		– Sell
-27
Closed -$1K – 265
2016
Q4 		$1K Buy
+27
New +$396 ﹤0.01% 256
2016
Q3 		– Sell
-28
Closed – – 231
2016
Q2 		$0 Sell
28
-4,331
-99% -$68.9K ﹤0.01% 221
2016
Q1 		$45K Buy
4,359
+1,338
+44% +$15.8K 0.01% 111
2015
Q4 		$71K Sell
3,021
-1,173
-28% -$42.2K 0.01% 99
2015
Q3 		$109K Sell
4,194
-55
-1% -$2.16K 0.02% 93
2015
Q2 		$256K Sell
4,249
-107
-2% -$8.63K 0.04% 98
2015
Q1 		$332K Sell
4,356
-177
-4% -$10.8K 0.06% 94
2014
Q4 		$250K Buy
+4,533
New +$273K 0.04% 100

Other funds holding CRC

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
ERM
Elm Ridge Management Briarcliff Manor, New York $88.8M AUM 18.88% 1-Year Est. Return
CC
Coastland Capital Palo Alto, California $1.6B AUM 29.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Valley Wealth Managers's CRC Position: Q1 2017 in Review

Valley Wealth Managers sold out of California Resources Corporation (CRC) in Q1 2017, closing a stake of 27 shares — an estimated $1K sold.

Valley Wealth Managers first reported a position in CRC in Q4 2014 and held it in 8 quarters. The position peaked at $332K in Q1 2015. 254 funds tracked by Wall St. Rank hold CRC as of Q1 2017.

  • Valley Wealth Managers reported no remaining California Resources Corporation position as of Q1 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 27 California Resources Corporation shares in Q1 2017, an estimated $1K.
  • Valley Wealth Managers first reported a position in California Resources Corporation in Q4 2014 and held it in 8 quarters.
  • Valley Wealth Managers's California Resources Corporation position peaked at $332K in Q1 2015.
  • 254 funds tracked by Wall St. Rank held California Resources Corporation as of Q1 2017.

Based on Valley Wealth Managers's 13F filing for Q1 2017, filed 12 May 2017.