JIR
EGN

James Investment Research’s Energen EGN Stock Holding History

James Investment Research’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
-1,293
Closed -$111K – 921
2018
Q3 		$111K Sell
1,293
-33,150
-96% -$2.52M ﹤0.01% 609
2018
Q2 		$2.51M Buy
+34,443
New +$2.26M 0.1% 221

Other funds holding EGN

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

James Investment Research's EGN Position: Q4 2018 in Review

James Investment Research sold out of Energen (EGN) in Q4 2018, closing a stake of 1,293 shares — an estimated $111K sold.

James Investment Research first reported a position in EGN in Q2 2018 and held it in 2 quarters. The position peaked at $2.51M in Q2 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • James Investment Research reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • James Investment Research sold 1,293 Energen shares in Q4 2018, an estimated $111K.
  • James Investment Research first reported a position in Energen in Q2 2018 and held it in 2 quarters.
  • James Investment Research's Energen position peaked at $2.51M in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on James Investment Research's 13F filing for Q4 2018, filed 22 Jan 2019.