Gradient Investments’s Energen EGN Stock Holding History

Gradient Investments’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	-91	Closed	-$8K	–	1166
2018 Q3	$8K	Hold	91	–	–	﹤0.01%	675
2018 Q2	$7K	Sell	91 -8	-8%	-$525	﹤0.01%	685
2018 Q1	$6K	Hold	99	–	–	﹤0.01%	713
2017 Q4	$6K	Buy	+99	New	+$5.38K	﹤0.01%	681
2017 Q3	–	Sell	-91	Closed	-$4K	–	813
2017 Q2	$4K	Hold	91	–	–	﹤0.01%	631
2017 Q1	$5K	Hold	91	–	–	﹤0.01%	624
2016 Q4	$5K	Hold	91	–	–	﹤0.01%	565
2016 Q3	$5K	Hold	91	–	–	﹤0.01%	544
2016 Q2	$4K	Buy	+91	New	+$3.96K	﹤0.01%	569

Other funds holding EGN

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

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Gradient Investments's EGN Position: Q4 2018 in Review

Gradient Investments sold out of Energen (EGN) in Q4 2018, closing a stake of 91 shares — an estimated $8K sold.

Gradient Investments first reported a position in EGN in Q2 2016 and held it in 9 quarters. The position peaked at $8K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

Gradient Investments reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
Gradient Investments sold 91 Energen shares in Q4 2018, an estimated $8K.
Gradient Investments first reported a position in Energen in Q2 2016 and held it in 9 quarters.
Gradient Investments's Energen position peaked at $8K in Q3 2018.
4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Gradient Investments's 13F filing for Q4 2018, filed 18 Jan 2019.