JA
EGN

JOYN Advisors’s Energen EGN Stock Holding History

JOYN Advisors’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
-155
Closed -$13K – 1954
2018
Q3 		$13K Buy
155
+101
+187% +$7.69K ﹤0.01% 863
2018
Q2 		$4K Buy
54
+25
+86% +$1.64K ﹤0.01% 1257
2018
Q1 		$2K Buy
+29
New +$1.63K ﹤0.01% 1135

Other funds holding EGN

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

JOYN Advisors's EGN Position: Q4 2018 in Review

JOYN Advisors sold out of Energen (EGN) in Q4 2018, closing a stake of 155 shares — an estimated $13K sold.

JOYN Advisors first reported a position in EGN in Q1 2018 and held it in 3 quarters. The position peaked at $13K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • JOYN Advisors reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • JOYN Advisors sold 155 Energen shares in Q4 2018, an estimated $13K.
  • JOYN Advisors first reported a position in Energen in Q1 2018 and held it in 3 quarters.
  • JOYN Advisors's Energen position peaked at $13K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.