TPWA
CTRA

TRUE Private Wealth Advisors’s Coterra Energy CTRA Stock Holding History

TRUE Private Wealth Advisors’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 -$3.58K – 381
2018
Q3 		$3.58K Buy
+159
New +$3.71K ﹤0.01% 945

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

TRUE Private Wealth Advisors's CTRA Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Coterra Energy (CTRA) in Q4 2018, closing a stake of 159 shares — an estimated $3.58K sold.

TRUE Private Wealth Advisors first reported a position in CTRA in Q3 2018 and held it in 1 quarter. The position peaked at $3.58K in Q3 2018. 520 funds tracked by Wall St. Rank hold CTRA as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Coterra Energy position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 159 Coterra Energy shares in Q4 2018, an estimated $3.58K.
  • TRUE Private Wealth Advisors first reported a position in Coterra Energy in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Coterra Energy position peaked at $3.58K in Q3 2018.
  • 520 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.