IWM
EGN

IHT Wealth Management’s Energen EGN Stock Holding History

IHT Wealth 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
Q2 		– Sell
-20
Closed -$1K – 1609
2018
Q1 		$1K Hold
20
– – ﹤0.01% 1672
2017
Q4 		$1K Hold
20
– – ﹤0.01% 1676
2017
Q3 		$1K Hold
20
– – ﹤0.01% 1411
2017
Q2 		$4 Hold
20
– – ﹤0.01% 1148
2017
Q1 		$1K Hold
20
– – ﹤0.01% 1251
2016
Q4 		$1K Buy
+20
New +$1.14K ﹤0.01% 1189

Other funds holding EGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IHT Wealth Management's EGN Position: Q2 2018 in Review

IHT Wealth Management sold out of Energen (EGN) in Q2 2018, closing a stake of 20 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in EGN in Q4 2016 and held it in 6 quarters. The position peaked at $1K in Q1 2018. 364 funds tracked by Wall St. Rank hold EGN as of Q2 2018.

  • IHT Wealth Management reported no remaining Energen position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 20 Energen shares in Q2 2018, an estimated $1K.
  • IHT Wealth Management first reported a position in Energen in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Energen position peaked at $1K in Q1 2018.
  • 364 funds tracked by Wall St. Rank held Energen as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.