FGAM
EGN

Financial Gravity Asset Management’s Energen EGN Stock Holding History

Financial Gravity Asset Management’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
Q3 		$10K Sell
139
-2
-1% -$152 0.01% 586
2018
Q2 		$10K Buy
141
+18
+15% +$1.18K 0.01% 578
2018
Q1 		$8K Buy
+123
New +$6.9K 0.01% 627

Other funds holding EGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Gravity Asset Management's EGN Position: Q3 2018 in Review

Financial Gravity Asset Management reduced its Energen (EGN) stake by 1.4% in Q3 2018, selling an estimated $152 and leaving 139 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #586.

Financial Gravity Asset Management first reported a position in EGN in Q1 2018 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold EGN as of Q3 2018.

  • Financial Gravity Asset Management held 139 shares of Energen worth $10K as of Q3 2018.
  • Financial Gravity Asset Management sold 2 Energen shares in Q3 2018, an estimated $152.
  • Energen made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #586 holding.
  • Financial Gravity Asset Management first reported a position in Energen in Q1 2018 and has held it in 3 quarters since.
  • 373 funds tracked by Wall St. Rank held Energen as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.