OWA
EGN

One Wealth Advisors’s Energen EGN Stock Holding History

One Wealth 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
-41
Closed -$4K – 571
2018
Q3 		$4K Sell
41
-27
-40% -$2.06K ﹤0.01% 457
2018
Q2 		$5K Hold
68
– – ﹤0.01% 412
2018
Q1 		$4K Hold
68
– – ﹤0.01% 419
2017
Q4 		$4K Buy
+68
New +$3.69K ﹤0.01% 470

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

One Wealth Advisors's EGN Position: Q4 2018 in Review

One Wealth Advisors sold out of Energen (EGN) in Q4 2018, closing a stake of 41 shares — an estimated $4K sold.

One Wealth Advisors first reported a position in EGN in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q2 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • One Wealth Advisors reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • One Wealth Advisors sold 41 Energen shares in Q4 2018, an estimated $4K.
  • One Wealth Advisors first reported a position in Energen in Q4 2017 and held it in 4 quarters.
  • One Wealth Advisors's Energen position peaked at $5K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.