WP
CRC

WealthPLAN Partners’s California Resources Corporation CRC Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-2
Closed -$23 – 490
2017
Q1 		$23 Buy
+2
New +$37 ﹤0.01% 457
2016
Q3 		$326 Sell
29
-29
-50% -$331 ﹤0.01% 931
2016
Q2 		$349 Buy
+58
New +$923 ﹤0.01% 2386
2015
Q4 		$692 Buy
+89
New +$3.21K ﹤0.01% 1575
2015
Q2 		$1K Hold
21
– – ﹤0.01% 419
2015
Q1 		$2K Buy
+21
New +$1.28K ﹤0.01% 502

Other funds holding CRC

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 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 $100B AUM 36.93% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $156M AUM 81.61% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BCM
Brigade Capital Management New York $534M AUM 44.37% 1-Year Est. Return
CPM
Crescent Park Management East Palo Alto, California $40.5M AUM 5.55% 1-Year Est. Return

WealthPLAN Partners's CRC Position: Q2 2017 in Review

WealthPLAN Partners sold out of California Resources Corporation (CRC) in Q2 2017, closing a stake of 2 shares — an estimated $23 sold.

WealthPLAN Partners first reported a position in CRC in Q1 2015 and held it in 6 quarters. The position peaked at $2K in Q1 2015. 239 funds tracked by Wall St. Rank hold CRC as of Q2 2017.

  • WealthPLAN Partners reported no remaining California Resources Corporation position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 2 California Resources Corporation shares in Q2 2017, an estimated $23.
  • WealthPLAN Partners first reported a position in California Resources Corporation in Q1 2015 and held it in 6 quarters.
  • WealthPLAN Partners's California Resources Corporation position peaked at $2K in Q1 2015.
  • 239 funds tracked by Wall St. Rank held California Resources Corporation as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.