BWM
EGN

Baystate Wealth Management’s Energen EGN Stock Holding History

Baystate 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
2018
Q4 		– Sell
-10
Closed -$1K – 739
2018
Q3 		$1K Hold
10
– – ﹤0.01% 677
2018
Q2 		$1K Hold
10
– – ﹤0.01% 685
2018
Q1 		$1K Hold
10
– – ﹤0.01% 664
2017
Q4 		$1K Hold
10
– – ﹤0.01% 653
2017
Q3 		$1K Hold
10
– – ﹤0.01% 630
2017
Q2 		$1K Hold
10
– – ﹤0.01% 675
2017
Q1 		$1K Buy
+10
New +$541 ﹤0.01% 639

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

Baystate Wealth Management's EGN Position: Q4 2018 in Review

Baystate Wealth Management sold out of Energen (EGN) in Q4 2018, closing a stake of 10 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in EGN in Q1 2017 and held it in 7 quarters. The position peaked at $1K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Baystate Wealth Management reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 10 Energen shares in Q4 2018, an estimated $1K.
  • Baystate Wealth Management first reported a position in Energen in Q1 2017 and held it in 7 quarters.
  • Baystate Wealth Management's Energen position peaked at $1K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.