Gary Goldberg Planning Services’s Coterra Energy CTRA Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$312K	Buy	+10,544	New	+$332K	0.13%	85

Other funds holding CTRA

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gary Goldberg Planning Services's CTRA Position: Q4 2014 in Review

Gary Goldberg Planning Services opened a new position in Coterra Energy (CTRA) in Q4 2014: 10,544 shares worth $312K. The stake represents 0.13% of the portfolio and ranks #85 among its holdings.

477 funds tracked by Wall St. Rank hold CTRA as of Q4 2014.

Gary Goldberg Planning Services held 10,544 shares of Coterra Energy worth $312K as of Q4 2014.
Coterra Energy was a new Gary Goldberg Planning Services position in Q4 2014.
Coterra Energy made up 0.13% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #85 holding.
477 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.