Creative Planning’s Energen EGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,748
| Closed | -$237K | – | 2201 |
|
|
2018
Q3 | $237K | Buy |
+2,748
| New | +$209K | ﹤0.01% | 1565 |
|
|
2017
Q3 | – | Sell |
-3,390
| Closed | -$167K | – | 4371 |
|
|
2017
Q2 | $167K | Buy |
3,390
+250
| +8% | +$13.3K | ﹤0.01% | 1631 |
|
|
2017
Q1 | $171K | Sell |
3,140
-160
| -5% | -$8.65K | ﹤0.01% | 1589 |
|
|
2016
Q4 | $190K | Sell |
3,300
-66
| -2% | -$3.76K | ﹤0.01% | 1438 |
|
|
2016
Q3 | $194K | Buy |
3,366
+51
| +2% | +$2.66K | ﹤0.01% | 1417 |
|
|
2016
Q2 | $160K | Buy |
3,315
+2,975
| +875% | +$129K | ﹤0.01% | 1379 |
|
|
2016
Q1 | $12K | Sell |
340
-35
| -9% | -$1.08K | ﹤0.01% | 3132 |
|
|
2015
Q4 | $15K | Hold |
375
| – | – | ﹤0.01% | 3052 |
|
|
2015
Q3 | $19K | Buy |
+375
| New | +$20.2K | ﹤0.01% | 2778 |
|
|
2015
Q2 | – | Sell |
-369
| Closed | -$24K | – | 3596 |
|
|
2015
Q1 | $24K | Buy |
369
+317
| +610% | +$20.4K | ﹤0.01% | 2598 |
|
|
2014
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 3753 |
|
|
2014
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 3438 |
|
|
2014
Q2 | $5K | Buy |
52
+7
| +16% | +$589 | ﹤0.01% | 3267 |
|
|
2014
Q1 | $4K | Sell |
45
-100
| -69% | -$7.5K | ﹤0.01% | 3216 |
|
|
2013
Q4 | $10K | Hold |
145
| – | – | ﹤0.01% | 2580 |
|
|
2013
Q3 | $11K | Buy |
145
+100
| +222% | +$6.47K | ﹤0.01% | 2430 |
|
|
2013
Q2 | $2K | Buy |
+45
| New | +$2.31K | ﹤0.01% | 2877 |
|
Other funds holding EGN
Creative Planning's EGN Position: Q4 2018 in Review
Creative Planning sold out of Energen (EGN) in Q4 2018, closing a stake of 2,748 shares — an estimated $237K sold.
Creative Planning first reported a position in EGN in Q2 2013 and held it in 17 quarters. The position peaked at $237K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.
- Creative Planning reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
- Creative Planning sold 2,748 Energen shares in Q4 2018, an estimated $237K.
- Creative Planning first reported a position in Energen in Q2 2013 and held it in 17 quarters.
- Creative Planning's Energen position peaked at $237K in Q3 2018.
- 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.
Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.