CAPTRUST Financial Advisors
EGN

CAPTRUST Financial Advisors’s Energen EGN Stock Holding History

CAPTRUST Financial Advisors’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
-545
Closed -$47K – 1736
2018
Q3 		$47K Hold
545
– – ﹤0.01% 787
2018
Q2 		$40K Buy
+545
New +$35.7K ﹤0.01% 736

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

CAPTRUST Financial Advisors's EGN Position: Q4 2018 in Review

CAPTRUST Financial Advisors sold out of Energen (EGN) in Q4 2018, closing a stake of 545 shares — an estimated $47K sold.

CAPTRUST Financial Advisors first reported a position in EGN in Q2 2018 and held it in 2 quarters. The position peaked at $47K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • CAPTRUST Financial Advisors reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 545 Energen shares in Q4 2018, an estimated $47K.
  • CAPTRUST Financial Advisors first reported a position in Energen in Q2 2018 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Energen position peaked at $47K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

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