WA
CTRA

WFG Advisors’s Coterra Energy CTRA Stock Holding History

WFG 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
2017
Q2 		$2K Buy
+90
New +$2.13K ﹤0.01% 1403
2014
Q3 		– Sell
-100
Closed -$3K – 2103
2014
Q2 		$3K Hold
100
– – ﹤0.01% 1746
2014
Q1 		$3K Sell
100
-973
-91% -$35.9K ﹤0.01% 1723
2013
Q4 		$42K Buy
+1,073
New +$38.3K 0.01% 1065

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

WFG Advisors's CTRA Position: Q2 2017 in Review

WFG Advisors opened a new position in Coterra Energy (CTRA) in Q2 2017: 90 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1403 among its holdings. This is a return to the name: WFG Advisors previously reported a position in CTRA as recently as Q2 2014.

WFG Advisors first reported a position in CTRA in Q4 2013 and has held it in 4 quarters since. The position peaked at $42K in Q4 2013. 497 funds tracked by Wall St. Rank hold CTRA as of Q2 2017.

  • WFG Advisors held 90 shares of Coterra Energy worth $2K as of Q2 2017.
  • Coterra Energy was a new WFG Advisors position in Q2 2017.
  • Coterra Energy made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1403 holding.
  • WFG Advisors first reported a position in Coterra Energy in Q4 2013 and has held it in 4 quarters since.
  • WFG Advisors's Coterra Energy position peaked at $42K in Q4 2013.
  • 497 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.