WCM
CTRA

Wealthcare Capital Management’s Coterra Energy CTRA Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-86
Closed -$3K – 489
2015
Q1 		$3K Buy
+86
New +$2.44K ﹤0.01% 742

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Wealthcare Capital Management's CTRA Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Coterra Energy (CTRA) in Q2 2015, closing a stake of 86 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in CTRA in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 435 funds tracked by Wall St. Rank hold CTRA as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Coterra Energy position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 86 Coterra Energy shares in Q2 2015, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Coterra Energy in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Coterra Energy position peaked at $3K in Q1 2015.
  • 435 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.