CPA
CTRA

Clear Perspective Advisors’s Coterra Energy CTRA Stock Holding History

Clear Perspective Advisors’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
2017
Q4 		– Sell
-300
Closed -$8K – 468
2017
Q3 		$8K Hold
300
– – 0.01% 357
2017
Q2 		$8K Hold
300
– – 0.01% 354
2017
Q1 		$7K Hold
300
– – ﹤0.01% 333
2016
Q4 		$7K Buy
+300
New +$6.75K ﹤0.01% 330

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Clear Perspective Advisors's CTRA Position: Q4 2017 in Review

Clear Perspective Advisors sold out of Coterra Energy (CTRA) in Q4 2017, closing a stake of 300 shares — an estimated $8K sold.

Clear Perspective Advisors first reported a position in CTRA in Q4 2016 and held it in 4 quarters. The position peaked at $8K in Q3 2017. 552 funds tracked by Wall St. Rank hold CTRA as of Q4 2017.

  • Clear Perspective Advisors reported no remaining Coterra Energy position as of Q4 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 300 Coterra Energy shares in Q4 2017, an estimated $8K.
  • Clear Perspective Advisors first reported a position in Coterra Energy in Q4 2016 and held it in 4 quarters.
  • Clear Perspective Advisors's Coterra Energy position peaked at $8K in Q3 2017.
  • 552 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2017.

Based on Clear Perspective Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.