MYIA
EGN

Mount Yale Investment Advisors’s Energen EGN Stock Holding History

Mount Yale Investment Advisors’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
-1,211
Closed -$90K – 935
2018
Q3 		$90K Sell
1,211
-278
-19% -$21.2K 0.02% 475
2018
Q2 		$108K Buy
1,489
+1
+0.1% +$66 0.02% 436
2018
Q1 		$94K Buy
+1,488
New +$83.5K 0.02% 479

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

Mount Yale Investment Advisors's EGN Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Energen (EGN) in Q4 2018, closing a stake of 1,211 shares — an estimated $90K sold.

Mount Yale Investment Advisors first reported a position in EGN in Q1 2018 and held it in 3 quarters. The position peaked at $108K in Q2 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,211 Energen shares in Q4 2018, an estimated $90K.
  • Mount Yale Investment Advisors first reported a position in Energen in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Energen position peaked at $108K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.