LPL Financial’s Energen EGN Stock Holding History

LPL Financial’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	-4,232	Closed	-$365K	–	3345
2018 Q3	$365K	Sell	4,232 -817	-16%	-$62.2K	﹤0.01%	2503
2018 Q2	$368K	Sell	5,049 -723	-13%	-$47.4K	﹤0.01%	2462
2018 Q1	$363K	Buy	5,772 +1,224	+27%	+$68.7K	﹤0.01%	2444
2017 Q4	$262K	Buy	4,548 +364	+9%	+$19.8K	﹤0.01%	2617
2017 Q3	$229K	Buy	+4,184	New	+$213K	﹤0.01%	2566
2017 Q2	–	Sell	-3,724	Closed	-$202K	–	3053
2017 Q1	$202K	Buy	+3,724	New	+$201K	﹤0.01%	2489

Other funds holding EGN

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

LPL Financial's EGN Position: Q4 2018 in Review

LPL Financial sold out of Energen (EGN) in Q4 2018, closing a stake of 4,232 shares — an estimated $365K sold.

LPL Financial first reported a position in EGN in Q1 2017 and held it in 6 quarters. The position peaked at $368K in Q2 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

LPL Financial reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
LPL Financial sold 4,232 Energen shares in Q4 2018, an estimated $365K.
LPL Financial first reported a position in Energen in Q1 2017 and held it in 6 quarters.
LPL Financial's Energen position peaked at $368K in Q2 2018.
4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on LPL Financial's 13F filing for Q4 2018, filed 7 Feb 2019.