Carson Wealth (CWM LLC)
EGN

Carson Wealth (CWM LLC)’s Energen EGN Stock Holding History

Carson Wealth (CWM LLC)’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
-23
Closed -$2K – 2354
2018
Q3 		$2K Buy
+23
New +$1.75K ﹤0.01% 1593
2017
Q3 		– Sell
-73
Closed -$4K – 1613
2017
Q2 		$4K Buy
+73
New +$3.9K ﹤0.01% 937

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

Carson Wealth (CWM LLC)'s EGN Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of Energen (EGN) in Q4 2018, closing a stake of 23 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in EGN in Q2 2017 and held it in 2 quarters. The position peaked at $4K in Q2 2017. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 23 Energen shares in Q4 2018, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Energen in Q2 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Energen position peaked at $4K in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.