BRWM
EGN

B. Riley Wealth Management’s Energen EGN Stock Holding History

B. Riley Wealth Management’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
2015
Q3 		– Sell
-500
Closed -$34K – 910
2015
Q2 		$34K Hold
500
– – 0.03% 504
2015
Q1 		$33K Hold
500
– – 0.02% 501
2014
Q4 		$31K Sell
500
-2,300
-82% -$146K 0.03% 486
2014
Q3 		$202K Buy
2,800
+2,300
+460% +$184K 0.15% 190
2014
Q2 		$44K Sell
500
-1,000
-67% -$84.1K 0.03% 488
2014
Q1 		$121K Buy
+1,500
New +$112K 0.09% 274

Other funds holding EGN

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

B. Riley Wealth Management's EGN Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Energen (EGN) in Q3 2015, closing a stake of 500 shares — an estimated $34K sold.

B. Riley Wealth Management first reported a position in EGN in Q1 2014 and held it in 6 quarters. The position peaked at $202K in Q3 2014. 289 funds tracked by Wall St. Rank hold EGN as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Energen position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 500 Energen shares in Q3 2015, an estimated $34K.
  • B. Riley Wealth Management first reported a position in Energen in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Energen position peaked at $202K in Q3 2014.
  • 289 funds tracked by Wall St. Rank held Energen as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.