AG
EGN

Advisor Group’s Energen EGN Stock Holding History

Advisor Group’s Portfolio EGN Stock Details EGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,254
Closed -$107K – 5405
2018
Q3 		$107K Buy
1,254
+136
+12% +$10.4K ﹤0.01% 2713
2018
Q2 		$81K Buy
1,118
+233
+26% +$15.3K ﹤0.01% 2698
2018
Q1 		$56K Buy
885
+99
+13% +$5.55K ﹤0.01% 2978
2017
Q4 		$45K Buy
786
+149
+23% +$8.09K ﹤0.01% 3159
2017
Q3 		$34K Buy
637
+62
+11% +$3.16K ﹤0.01% 3233
2017
Q2 		$28K Buy
575
+449
+356% +$24K ﹤0.01% 3276
2017
Q1 		$6K Buy
126
+89
+241% +$4.81K ﹤0.01% 4075
2016
Q4 		$2K Sell
37
-82
-69% -$4.67K ﹤0.01% 4293
2016
Q3 		$6K Sell
119
-174
-59% -$9.09K ﹤0.01% 3850
2016
Q2 		$13K Buy
+293
New +$12.8K ﹤0.01% 3356

Other funds holding EGN

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Advisor Group's EGN Position: Q4 2018 in Review

Advisor Group sold out of Energen (EGN) in Q4 2018, closing a stake of 1,254 shares — an estimated $107K sold.

Advisor Group first reported a position in EGN in Q2 2016 and held it in 10 quarters. The position peaked at $107K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Advisor Group reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Advisor Group sold 1,254 Energen shares in Q4 2018, an estimated $107K.
  • Advisor Group first reported a position in Energen in Q2 2016 and held it in 10 quarters.
  • Advisor Group's Energen position peaked at $107K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Advisor Group's 13F filing for Q4 2018, filed 11 Feb 2019.