MCWS
CTRA

McKinley Carter Wealth Services’s Coterra Energy CTRA Stock Holding History

McKinley Carter Wealth 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
2018
Q2 		– Sell
-2,240
Closed -$54K – 211
2018
Q1 		$54K Buy
+2,240
New +$57.6K 0.02% 255

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 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
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

McKinley Carter Wealth Services's CTRA Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Coterra Energy (CTRA) in Q2 2018, closing a stake of 2,240 shares — an estimated $54K sold.

McKinley Carter Wealth Services first reported a position in CTRA in Q1 2018 and held it in 1 quarter. The position peaked at $54K in Q1 2018. 502 funds tracked by Wall St. Rank hold CTRA as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Coterra Energy position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,240 Coterra Energy shares in Q2 2018, an estimated $54K.
  • McKinley Carter Wealth Services first reported a position in Coterra Energy in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Coterra Energy position peaked at $54K in Q1 2018.
  • 502 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.