MIM
EGN

Montgomery Investment Management’s Energen EGN Stock Holding History

Montgomery Investment Management’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
-15,240
Closed -$1.31M – 95
2018
Q3 		$1.31M Buy
15,240
+5,640
+59% +$430K 0.54% 46
2018
Q2 		$699K Buy
9,600
+5,400
+129% +$354K 0.29% 54
2018
Q1 		$264K Buy
+4,200
New +$236K 0.11% 83

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

Montgomery Investment Management's EGN Position: Q4 2018 in Review

Montgomery Investment Management sold out of Energen (EGN) in Q4 2018, closing a stake of 15,240 shares — an estimated $1.31M sold.

Montgomery Investment Management first reported a position in EGN in Q1 2018 and held it in 3 quarters. The position peaked at $1.31M in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Montgomery Investment Management reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Montgomery Investment Management sold 15,240 Energen shares in Q4 2018, an estimated $1.31M.
  • Montgomery Investment Management first reported a position in Energen in Q1 2018 and held it in 3 quarters.
  • Montgomery Investment Management's Energen position peaked at $1.31M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Montgomery Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.