GWM
CTRA

Gupta Wealth Management’s Coterra Energy CTRA Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$47K Hold
2,050
– – 0.01% 450
2015
Q4 		$36K Sell
2,050
-436
-18% -$8.75K 0.01% 496
2015
Q3 		$54K Hold
2,486
– – 0.01% 439
2015
Q2 		$78K Hold
2,486
– – 0.02% 383
2015
Q1 		$73K Buy
+2,486
New +$70.5K 0.02% 342

Other funds holding CTRA

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gupta Wealth Management's CTRA Position: Q1 2016 in Review

Gupta Wealth Management held its Coterra Energy (CTRA) position steady in Q1 2016 at 2,050 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #450.

Gupta Wealth Management first reported a position in CTRA in Q1 2015 and has held it in 5 quarters since. The position peaked at $78K in Q2 2015. 422 funds tracked by Wall St. Rank hold CTRA as of Q1 2016.

  • Gupta Wealth Management held 2,050 shares of Coterra Energy worth $47K as of Q1 2016.
  • Gupta Wealth Management left its Coterra Energy share count unchanged in Q1 2016.
  • Coterra Energy made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #450 holding.
  • Gupta Wealth Management first reported a position in Coterra Energy in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Coterra Energy position peaked at $78K in Q2 2015.
  • 422 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.