IWMPD
EGN

Integrated Wealth Management (Palm Desert)’s Energen EGN Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q3 		– Sell
-103
Closed -$5K – 1354
2016
Q2 		$5K Buy
+103
New +$4.48K ﹤0.01% 936

Other funds holding EGN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s EGN Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Energen (EGN) in Q3 2016, closing a stake of 103 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EGN in Q2 2016 and held it in 1 quarter. The position peaked at $5K in Q2 2016. 290 funds tracked by Wall St. Rank hold EGN as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Energen position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 103 Energen shares in Q3 2016, an estimated $5K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Energen in Q2 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Energen position peaked at $5K in Q2 2016.
  • 290 funds tracked by Wall St. Rank held Energen as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.