SIAS
CTRA

Shine Investment Advisory Services’s Coterra Energy CTRA Stock Holding History

Shine Investment Advisory 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
2020
Q3 		$1K Hold
50
– – ﹤0.01% 699
2020
Q2 		$1K Hold
50
– – ﹤0.01% 707
2020
Q1 		$1K Buy
+50
New +$791 ﹤0.01% 690

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shine Investment Advisory Services's CTRA Position: Q3 2020 in Review

Shine Investment Advisory Services held its Coterra Energy (CTRA) position steady in Q3 2020 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Shine Investment Advisory Services first reported a position in CTRA in Q1 2020 and has held it in 3 quarters since. 483 funds tracked by Wall St. Rank hold CTRA as of Q3 2020.

  • Shine Investment Advisory Services held 50 shares of Coterra Energy worth $1K as of Q3 2020.
  • Shine Investment Advisory Services left its Coterra Energy share count unchanged in Q3 2020.
  • Coterra Energy made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #699 holding.
  • Shine Investment Advisory Services first reported a position in Coterra Energy in Q1 2020 and has held it in 3 quarters since.
  • 483 funds tracked by Wall St. Rank held Coterra Energy as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.