Wealthspire Advisors (Maryland)’s California Resources Corporation CRC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-28	Closed	-$1K	–	2482
2019 Q1	$1K	Hold	28	–	–	﹤0.01%	2451
2018 Q4	$0	Sell	28 -23	-45%	-$655	﹤0.01%	2688
2018 Q3	$2K	Hold	51	–	–	﹤0.01%	2241
2018 Q2	$2K	Hold	51	–	–	﹤0.01%	2261
2018 Q1	$1K	Sell	51 -40	-44%	-$751	﹤0.01%	2475
2017 Q4	$2K	Sell	91 -10	-10%	-$140	﹤0.01%	2225
2017 Q3	$1K	Sell	101 -96	-49%	-$767	﹤0.01%	2217
2017 Q2	$2K	Buy	197 +21	+12%	+$247	﹤0.01%	2049
2017 Q1	$3K	Buy	176 +96	+120%	+$1.76K	﹤0.01%	1665
2016 Q4	$2K	Sell	80 -30	-27%	-$440	﹤0.01%	1603
2016 Q3	$1K	Buy	110 +76	+224%	+$867	﹤0.01%	1711
2016 Q2	$0	Sell	34 -43	-56%	-$684	﹤0.01%	1903
2016 Q1	$1K	Buy	77 +16	+26%	+$189	﹤0.01%	1719
2015 Q4	$1K	Buy	+61	New	+$2.2K	﹤0.01%	1705

Other funds holding CRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCP

Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CRC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of California Resources Corporation (CRC) in Q2 2019, closing a stake of 28 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in CRC in Q4 2015 and held it in 14 quarters. The position peaked at $3K in Q1 2017. 236 funds tracked by Wall St. Rank hold CRC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining California Resources Corporation position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 28 California Resources Corporation shares in Q2 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in California Resources Corporation in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s California Resources Corporation position peaked at $3K in Q1 2017.
236 funds tracked by Wall St. Rank held California Resources Corporation as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.