IPC
EGN

Independent Portfolio Consultants’s Energen EGN Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$56K Sell
1,140
-85
-7% -$4.54K 0.02% 503
2017
Q1 		$67K Buy
1,225
+560
+84% +$30.3K 0.02% 522
2016
Q4 		$38K Buy
+665
New +$37.9K 0.01% 577

Other funds holding EGN

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Independent Portfolio Consultants's EGN Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Energen (EGN) stake by 6.9% in Q2 2017, selling an estimated $4.54K and leaving 1,140 shares worth $56K. The position accounts for 0.02% of the portfolio, ranked #503.

Independent Portfolio Consultants first reported a position in EGN in Q4 2016 and has held it in 3 quarters since. The position peaked at $67K in Q1 2017. 291 funds tracked by Wall St. Rank hold EGN as of Q2 2017.

  • Independent Portfolio Consultants held 1,140 shares of Energen worth $56K as of Q2 2017.
  • Independent Portfolio Consultants sold 85 Energen shares in Q2 2017, an estimated $4.54K.
  • Energen made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #503 holding.
  • Independent Portfolio Consultants first reported a position in Energen in Q4 2016 and has held it in 3 quarters since.
  • Independent Portfolio Consultants's Energen position peaked at $67K in Q1 2017.
  • 291 funds tracked by Wall St. Rank held Energen as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.