WA
CRC

Waverly Advisors’s California Resources Corporation CRC Stock Holding History

Waverly 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
2018
Q1 		– Sell
-3
Closed – – 397
2017
Q4 		$0 Buy
+3
New +$42 ﹤0.01% 413

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
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
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
CPM
Crescent Park Management East Palo Alto, California $29M AUM 1.79% 1-Year Est. Return
EIM
Elephas Investment Management Hong Kong $367M AUM 189.12% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Waverly Advisors's CRC Position: Q1 2018 in Review

Waverly Advisors sold out of California Resources Corporation (CRC) in Q1 2018, closing a stake of 3 shares.

Waverly Advisors first reported a position in CRC in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 257 funds tracked by Wall St. Rank hold CRC as of Q1 2018.

  • Waverly Advisors reported no remaining California Resources Corporation position as of Q1 2018 after selling out during the quarter.
  • Waverly Advisors sold 3 California Resources Corporation shares in Q1 2018.
  • Waverly Advisors first reported a position in California Resources Corporation in Q4 2017 and held it in 1 quarter.
  • Waverly Advisors's California Resources Corporation position peaked at $0 in Q4 2017.
  • 257 funds tracked by Wall St. Rank held California Resources Corporation as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.