DIA
EGN

Dean Investment Associates’s Energen EGN Stock Holding History

Dean Investment Associates’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
-13,828
Closed -$1.19M – 236
2018
Q3 		$1.19M Sell
13,828
-1,369
-9% -$104K 0.17% 144
2018
Q2 		$1.11M Buy
15,197
+106
+0.7% +$6.95K 0.16% 142
2018
Q1 		$949K Buy
15,091
+5,558
+58% +$312K 0.14% 146
2017
Q4 		$549K Buy
+9,533
New +$518K 0.08% 206
2015
Q3 		– Sell
-6,531
Closed -$446K – 248
2015
Q2 		$446K Buy
6,531
+985
+18% +$68.5K 0.1% 212
2015
Q1 		$366K Buy
5,546
+137
+3% +$8.82K 0.08% 218
2014
Q4 		$345K Buy
+5,409
New +$343K 0.08% 217

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

Dean Investment Associates's EGN Position: Q4 2018 in Review

Dean Investment Associates sold out of Energen (EGN) in Q4 2018, closing a stake of 13,828 shares — an estimated $1.19M sold.

Dean Investment Associates first reported a position in EGN in Q4 2014 and held it in 7 quarters. The position peaked at $1.19M in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Dean Investment Associates reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Dean Investment Associates sold 13,828 Energen shares in Q4 2018, an estimated $1.19M.
  • Dean Investment Associates first reported a position in Energen in Q4 2014 and held it in 7 quarters.
  • Dean Investment Associates's Energen position peaked at $1.19M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Dean Investment Associates's 13F filing for Q4 2018, filed 6 Feb 2019.