Advocacy Wealth Management Services’s Coterra Energy CTRA Stock Holding History

Advocacy Wealth Management Services’s Portfolio CTRA Stock Details CTRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-247	Closed	-$6K	–	172
2019 Q1	$6K	Hold	247	–	–	0.01%	111
2018 Q4	$6K	Sell	247 -200	-45%	-$4.83K	﹤0.01%	133
2018 Q3	$10K	Hold	447	–	–	0.01%	128
2018 Q2	$11K	Hold	447	–	–	0.01%	123
2018 Q1	$11K	Sell	447 -400	-47%	-$10.3K	0.01%	126
2017 Q4	$24K	Hold	847	–	–	0.02%	91
2017 Q3	$23K	Hold	847	–	–	0.01%	123
2017 Q2	$21K	Sell	847 -54	-6%	-$1.27K	0.01%	129
2017 Q1	$22K	Buy	+901	New	+$20.4K	0.01%	145
2016 Q4	–	Sell	-901	Closed	-$23K	–	320
2016 Q3	$23K	Hold	901	–	–	0.01%	191
2016 Q2	$23K	Hold	901	–	–	0.01%	216
2016 Q1	$20K	Hold	901	–	–	0.01%	293
2015 Q4	$16K	Buy	+901	New	+$18.1K	0.02%	296

Other funds holding CTRA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SIM

Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advocacy Wealth Management Services's CTRA Position: Q2 2019 in Review

Advocacy Wealth Management Services sold out of Coterra Energy (CTRA) in Q2 2019, closing a stake of 247 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in CTRA in Q4 2015 and held it in 13 quarters. The position peaked at $24K in Q4 2017. 564 funds tracked by Wall St. Rank hold CTRA as of Q2 2019.

Advocacy Wealth Management Services reported no remaining Coterra Energy position as of Q2 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 247 Coterra Energy shares in Q2 2019, an estimated $6K.
Advocacy Wealth Management Services first reported a position in Coterra Energy in Q4 2015 and held it in 13 quarters.
Advocacy Wealth Management Services's Coterra Energy position peaked at $24K in Q4 2017.
564 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2019, filed 5 Jul 2019.