NewSquare Capital’s Energen EGN Stock Holding History

NewSquare Capital’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 Q1	–	Sell	-202	Closed	-$12K	–	344
2016 Q4	$12K	Buy	+202	New	+$11.5K	﹤0.01%	203

Other funds holding EGN

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 $113B AUM 38.87% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

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

NewSquare Capital's EGN Position: Q1 2017 in Review

NewSquare Capital sold out of Energen (EGN) in Q1 2017, closing a stake of 202 shares — an estimated $12K sold.

NewSquare Capital first reported a position in EGN in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 298 funds tracked by Wall St. Rank hold EGN as of Q1 2017.

NewSquare Capital reported no remaining Energen position as of Q1 2017 after selling out during the quarter.
NewSquare Capital sold 202 Energen shares in Q1 2017, an estimated $12K.
NewSquare Capital first reported a position in Energen in Q4 2016 and held it in 1 quarter.
NewSquare Capital's Energen position peaked at $12K in Q4 2016.
298 funds tracked by Wall St. Rank held Energen as of Q1 2017.

Based on NewSquare Capital's 13F filing for Q1 2017, filed 19 Apr 2017.