Northwestern Mutual Wealth Management
EGN

Northwestern Mutual Wealth Management’s Energen EGN Stock Holding History

Northwestern Mutual Wealth 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
-1,000
Closed -$86K – 2774
2018
Q3 		$86K Hold
1,000
– – ﹤0.01% 1094
2018
Q2 		$73K Hold
1,000
– – ﹤0.01% 1099
2018
Q1 		$63K Hold
1,000
– – ﹤0.01% 1114
2017
Q4 		$58K Sell
1,000
-57
-5% -$3.1K ﹤0.01% 1104
2017
Q3 		$58K Buy
1,057
+57
+6% +$2.9K ﹤0.01% 1067
2017
Q2 		$49K Sell
1,000
-4
-0.4% -$213 ﹤0.01% 1102
2017
Q1 		$55K Sell
1,004
-161
-14% -$8.7K ﹤0.01% 999
2016
Q4 		$67K Buy
+1,165
New +$66.3K ﹤0.01% 940
2016
Q3 		– Sell
-1,162
Closed -$56K – 1835
2016
Q2 		$56K Buy
1,162
+1,003
+631% +$43.7K ﹤0.01% 880
2016
Q1 		$6K Buy
+159
New +$4.92K ﹤0.01% 1609
2015
Q4 		– Sell
-20
Closed -$1K – 1962
2015
Q3 		$1K Buy
+20
New +$1.08K ﹤0.01% 1626
2014
Q1 		– Sell
-58
Closed -$4K – 1528
2013
Q4 		$4K Buy
+58
New +$4.36K ﹤0.01% 1134

Other funds holding EGN

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Northwestern Mutual Wealth Management's EGN Position: Q4 2018 in Review

Northwestern Mutual Wealth Management sold out of Energen (EGN) in Q4 2018, closing a stake of 1,000 shares — an estimated $86K sold.

Northwestern Mutual Wealth Management first reported a position in EGN in Q4 2013 and held it in 12 quarters. The position peaked at $86K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Northwestern Mutual Wealth Management reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,000 Energen shares in Q4 2018, an estimated $86K.
  • Northwestern Mutual Wealth Management first reported a position in Energen in Q4 2013 and held it in 12 quarters.
  • Northwestern Mutual Wealth Management's Energen position peaked at $86K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.