Optimum Investment Advisors’s Energen EGN Stock Holding History

Optimum 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	-1,900	Closed	-$164K	–	1075
2018 Q3	$164K	Sell	1,900 -1,600	-46%	-$122K	0.05%	328
2018 Q2	$255K	Hold	3,500	–	–	0.07%	258
2018 Q1	$220K	Hold	3,500	–	–	0.06%	268
2017 Q4	$201K	Buy	+3,500	New	+$190K	0.06%	298
2017 Q3	–	Sell	-4,609	Closed	-$228K	–	311
2017 Q2	$228K	Buy	+4,609	New	+$246K	0.08%	261

Other funds holding EGN

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Optimum Investment Advisors's EGN Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Energen (EGN) in Q4 2018, closing a stake of 1,900 shares — an estimated $164K sold.

Optimum Investment Advisors first reported a position in EGN in Q2 2017 and held it in 5 quarters. The position peaked at $255K in Q2 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

Optimum Investment Advisors reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
Optimum Investment Advisors sold 1,900 Energen shares in Q4 2018, an estimated $164K.
Optimum Investment Advisors first reported a position in Energen in Q2 2017 and held it in 5 quarters.
Optimum Investment Advisors's Energen position peaked at $255K in Q2 2018.
4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.