MSA
EGN

Marino Stram & Associates’s Energen EGN Stock Holding History

Marino Stram & Associates’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
-12
Closed -$1K – 679
2018
Q3 		$1K Sell
12
-8
-40% -$609 ﹤0.01% 473
2018
Q2 		$1K Buy
+20
New +$1.31K ﹤0.01% 470

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

Marino Stram & Associates's EGN Position: Q4 2018 in Review

Marino Stram & Associates sold out of Energen (EGN) in Q4 2018, closing a stake of 12 shares — an estimated $1K sold.

Marino Stram & Associates first reported a position in EGN in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Marino Stram & Associates reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 12 Energen shares in Q4 2018, an estimated $1K.
  • Marino Stram & Associates first reported a position in Energen in Q2 2018 and held it in 2 quarters.
  • Marino Stram & Associates's Energen position peaked at $1K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Marino Stram & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.