Mosaic Family Wealth’s Energen EGN Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-20	Closed	-$1K	–	984
2017 Q3	$1K	Buy	+20	New	+$1.02K	﹤0.01%	902

Other funds holding EGN

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mosaic Family Wealth's EGN Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Energen (EGN) in Q4 2017, closing a stake of 20 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in EGN in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 306 funds tracked by Wall St. Rank hold EGN as of Q4 2017.

Mosaic Family Wealth reported no remaining Energen position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 20 Energen shares in Q4 2017, an estimated $1K.
Mosaic Family Wealth first reported a position in Energen in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Energen position peaked at $1K in Q3 2017.
306 funds tracked by Wall St. Rank held Energen as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.