WP
CRZO

WealthPLAN Partners’s Carrizo Oil & Gas Inc CRZO Stock Holding History

WealthPLAN Partners’s Portfolio CRZO Stock Details CRZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-115
Closed -$3.21K – 468
2017
Q1 		$3.21K Buy
+115
New +$3.77K 0.01% 383
2016
Q3 		$4.67K Hold
115
– – ﹤0.01% 726
2016
Q2 		$4.12K Buy
+115
New +$4.11K ﹤0.01% 2050

Other funds holding CRZO

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's CRZO Position: Q2 2017 in Review

WealthPLAN Partners sold out of Carrizo Oil & Gas Inc (CRZO) in Q2 2017, closing a stake of 115 shares — an estimated $3.21K sold.

WealthPLAN Partners first reported a position in CRZO in Q2 2016 and held it in 3 quarters. The position peaked at $4.67K in Q3 2016. 248 funds tracked by Wall St. Rank hold CRZO as of Q2 2017.

  • WealthPLAN Partners reported no remaining Carrizo Oil & Gas Inc position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 115 Carrizo Oil & Gas Inc shares in Q2 2017, an estimated $3.21K.
  • WealthPLAN Partners first reported a position in Carrizo Oil & Gas Inc in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Carrizo Oil & Gas Inc position peaked at $4.67K in Q3 2016.
  • 248 funds tracked by Wall St. Rank held Carrizo Oil & Gas Inc as of Q2 2017.

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