YWP
CRZO

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

YorkBridge Wealth 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
Q3 		– Sell
-406
Closed -$7K – 930
2017
Q2 		$7K Hold
406
– – ﹤0.01% 685
2017
Q1 		$10K Buy
406
+173
+74% +$5.68K 0.01% 625
2016
Q4 		$9K Buy
+233
New +$8.99K 0.01% 622

Other funds holding CRZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

YorkBridge Wealth Partners's CRZO Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Carrizo Oil & Gas Inc (CRZO) in Q3 2017, closing a stake of 406 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in CRZO in Q4 2016 and held it in 3 quarters. The position peaked at $10K in Q1 2017. 215 funds tracked by Wall St. Rank hold CRZO as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Carrizo Oil & Gas Inc position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 406 Carrizo Oil & Gas Inc shares in Q3 2017, an estimated $7K.
  • YorkBridge Wealth Partners first reported a position in Carrizo Oil & Gas Inc in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Carrizo Oil & Gas Inc position peaked at $10K in Q1 2017.
  • 215 funds tracked by Wall St. Rank held Carrizo Oil & Gas Inc as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.