KJWM
CTRA

Kiley Juergens Wealth Management’s Coterra Energy CTRA Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-159
Closed – – 167
2018
Q3 		$0 Hold
159
– – ﹤0.01% 661
2018
Q2 		$0 Buy
+159
New +$3.71K ﹤0.01% 602
2018
Q1 		– Sell
-159
Closed -$4K – 195
2017
Q4 		$4K Buy
+159
New +$4.36K ﹤0.01% 575

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 $609B AUM 40.19% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return

Kiley Juergens Wealth Management's CTRA Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Coterra Energy (CTRA) in Q4 2018, closing a stake of 159 shares.

Kiley Juergens Wealth Management first reported a position in CTRA in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q4 2017. 520 funds tracked by Wall St. Rank hold CTRA as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Coterra Energy position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 159 Coterra Energy shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Coterra Energy in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Coterra Energy position peaked at $4K in Q4 2017.
  • 520 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.