HFP
EGN

Holistic Financial Partners’s Energen EGN Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-166
Closed -$10K – 422
2018
Q1 		$10K Buy
166
+4
+2% +$224 0.01% 320
2017
Q4 		$9K Buy
+162
New +$8.8K 0.01% 341

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Boston Partners
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IC
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State Street
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Victory Capital Management
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Franklin Resources
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Holistic Financial Partners's EGN Position: Q2 2018 in Review

Holistic Financial Partners sold out of Energen (EGN) in Q2 2018, closing a stake of 166 shares — an estimated $10K sold.

Holistic Financial Partners first reported a position in EGN in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 364 funds tracked by Wall St. Rank hold EGN as of Q2 2018.

  • Holistic Financial Partners reported no remaining Energen position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 166 Energen shares in Q2 2018, an estimated $10K.
  • Holistic Financial Partners first reported a position in Energen in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Energen position peaked at $10K in Q1 2018.
  • 364 funds tracked by Wall St. Rank held Energen as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.