Allworth Financial’s Energen EGN Stock Holding History

Allworth Financial’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	-300	Closed	-$26K	–	975
2018 Q3	$26K	Hold	300	–	–	﹤0.01%	390
2018 Q2	$22K	Hold	300	–	–	﹤0.01%	399
2018 Q1	$19K	Hold	300	–	–	﹤0.01%	388
2017 Q4	$17K	Hold	300	–	–	﹤0.01%	402
2017 Q3	$16K	Hold	300	–	–	﹤0.01%	405
2017 Q2	$15K	Hold	300	–	–	﹤0.01%	425
2017 Q1	$16K	Hold	300	–	–	﹤0.01%	398
2016 Q4	$17K	Hold	300	–	–	﹤0.01%	347
2016 Q3	$17K	Hold	300	–	–	﹤0.01%	349
2016 Q2	$14K	Buy	+300	New	+$13.1K	﹤0.01%	359

Other funds holding EGN

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Allworth Financial's EGN Position: Q4 2018 in Review

Allworth Financial sold out of Energen (EGN) in Q4 2018, closing a stake of 300 shares — an estimated $26K sold.

Allworth Financial first reported a position in EGN in Q2 2016 and held it in 10 quarters. The position peaked at $26K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

Allworth Financial reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
Allworth Financial sold 300 Energen shares in Q4 2018, an estimated $26K.
Allworth Financial first reported a position in Energen in Q2 2016 and held it in 10 quarters.
Allworth Financial's Energen position peaked at $26K in Q3 2018.
4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

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