PFGIA
EGN

Patriot Financial Group Insurance Agency’s Energen EGN Stock Holding History

Patriot Financial Group Insurance Agency’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
-200
Closed -$17K – 1174
2018
Q3 		$17K Hold
200
– – 0.01% 513
2018
Q2 		$15K Buy
+200
New +$13.1K 0.02% 342

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

Patriot Financial Group Insurance Agency's EGN Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of Energen (EGN) in Q4 2018, closing a stake of 200 shares — an estimated $17K sold.

Patriot Financial Group Insurance Agency first reported a position in EGN in Q2 2018 and held it in 2 quarters. The position peaked at $17K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 Energen shares in Q4 2018, an estimated $17K.
  • Patriot Financial Group Insurance Agency first reported a position in Energen in Q2 2018 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Energen position peaked at $17K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.