APP
EGN

Avantax Planning Partners’s Energen EGN Stock Holding History

Avantax Planning Partners’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
-179
Closed -$15K – 1440
2018
Q3 		$15K Buy
+179
New +$13.6K ﹤0.01% 782
2018
Q2 		– Sell
-199
Closed -$13K – 1812
2018
Q1 		$13K Buy
+199
New +$11.2K ﹤0.01% 956

Other funds holding EGN

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Avantax Planning Partners's EGN Position: Q4 2018 in Review

Avantax Planning Partners sold out of Energen (EGN) in Q4 2018, closing a stake of 179 shares — an estimated $15K sold.

Avantax Planning Partners first reported a position in EGN in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 179 Energen shares in Q4 2018, an estimated $15K.
  • Avantax Planning Partners first reported a position in Energen in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Energen position peaked at $15K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.