APP
CTRA

Avantax Planning Partners’s Coterra Energy CTRA Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-49
Closed -$1K – 473
2018
Q3 		$1K Buy
+49
New +$1.14K ﹤0.01% 1408
2018
Q2 		– Sell
-166
Closed -$4K – 497
2018
Q1 		$4K Buy
+166
New +$4.27K ﹤0.01% 1401

Other funds holding CTRA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return

Avantax Planning Partners's CTRA Position: Q4 2018 in Review

Avantax Planning Partners sold out of Coterra Energy (CTRA) in Q4 2018, closing a stake of 49 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in CTRA in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 520 funds tracked by Wall St. Rank hold CTRA as of Q4 2018.

  • Avantax Planning Partners reported no remaining Coterra Energy position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 49 Coterra Energy shares in Q4 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Coterra Energy in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Coterra Energy position peaked at $4K in Q1 2018.
  • 520 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.