MFS
EGN

McNamara Financial Services’s Energen EGN Stock Holding History

McNamara Financial Services’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
2015
Q1 		– Sell
-850
Closed -$54K – 184
2014
Q4 		$54K Buy
+850
New +$53.8K 0.05% 91

Other funds holding EGN

Wellington Management Group
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McNamara Financial Services's EGN Position: Q1 2015 in Review

McNamara Financial Services sold out of Energen (EGN) in Q1 2015, closing a stake of 850 shares — an estimated $54K sold.

McNamara Financial Services first reported a position in EGN in Q4 2014 and held it in 1 quarter. The position peaked at $54K in Q4 2014. 302 funds tracked by Wall St. Rank hold EGN as of Q1 2015.

  • McNamara Financial Services reported no remaining Energen position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 850 Energen shares in Q1 2015, an estimated $54K.
  • McNamara Financial Services first reported a position in Energen in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Energen position peaked at $54K in Q4 2014.
  • 302 funds tracked by Wall St. Rank held Energen as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.