Financial Architects (New Jersey)’s Energen EGN Stock Holding History

Financial Architects (New Jersey)’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	-1,123	Closed	-$96K	–	1573
2018 Q3	$96K	Sell	1,123 -25	-2%	-$1.9K	0.02%	478
2018 Q2	$83K	Sell	1,148 -124	-10%	-$8.13K	0.01%	443
2018 Q1	$80K	Sell	1,272 -158	-11%	-$8.87K	0.02%	504
2017 Q4	$82K	Hold	1,430	–	–	0.01%	543
2017 Q3	$78K	Sell	1,430 -26	-2%	-$1.32K	0.01%	554
2017 Q2	$72K	Buy	1,456 +176	+14%	+$9.39K	0.01%	565
2017 Q1	$70K	Sell	1,280 -176	-12%	-$9.52K	0.01%	565
2016 Q4	$84K	Sell	1,456 -9	-0.6%	-$513	0.02%	436
2016 Q3	$85K	Hold	1,465	–	–	0.02%	429
2016 Q2	$71K	Buy	+1,465	New	+$63.8K	0.02%	453

Other funds holding EGN

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Financial Architects (New Jersey)'s EGN Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of Energen (EGN) in Q4 2018, closing a stake of 1,123 shares — an estimated $96K sold.

Financial Architects (New Jersey) first reported a position in EGN in Q2 2016 and held it in 10 quarters. The position peaked at $96K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

Financial Architects (New Jersey) reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,123 Energen shares in Q4 2018, an estimated $96K.
Financial Architects (New Jersey) first reported a position in Energen in Q2 2016 and held it in 10 quarters.
Financial Architects (New Jersey)'s Energen position peaked at $96K in Q3 2018.
4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.