Principal Financial Group
EGN

Principal Financial Group’s Energen EGN Stock Holding History

Principal Financial Group’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
-368,070
Closed -$31.7M – 2384
2018
Q3 		$31.7M Sell
368,070
-63,741
-15% -$4.85M 0.03% 581
2018
Q2 		$31.4M Buy
431,811
+7,957
+2% +$522K 0.03% 560
2018
Q1 		$26.6M Buy
423,854
+10,518
+3% +$590K 0.03% 627
2017
Q4 		$23.8M Sell
413,336
-1,844
-0.4% -$100K 0.02% 702
2017
Q3 		$22.7M Buy
415,180
+2,123
+0.5% +$108K 0.02% 701
2017
Q2 		$20.4M Buy
413,057
+15,493
+4% +$827K 0.02% 756
2017
Q1 		$21.6M Buy
397,564
+14,577
+4% +$788K 0.03% 668
2016
Q4 		$22.1M Buy
382,987
+6,079
+2% +$346K 0.03% 635
2016
Q3 		$21.8M Buy
376,908
+12,331
+3% +$644K 0.03% 601
2016
Q2 		$17.6M Buy
364,577
+58,092
+19% +$2.53M 0.02% 701
2016
Q1 		$11.2M Buy
306,485
+69,815
+29% +$2.16M 0.02% 925
2015
Q4 		$9.7M Sell
236,670
-7,634
-3% -$418K 0.01% 975
2015
Q3 		$12.2M Sell
244,304
-66,888
-21% -$3.61M 0.02% 803
2015
Q2 		$21.3M Buy
311,192
+65,516
+27% +$4.56M 0.03% 553
2015
Q1 		$16.2M Buy
245,676
+47,293
+24% +$3.05M 0.02% 658
2014
Q4 		$12.6M Buy
198,383
+5,003
+3% +$317K 0.02% 788
2014
Q3 		$14M Buy
193,380
+9,982
+5% +$798K 0.02% 695
2014
Q2 		$16.3M Sell
183,398
-4,105
-2% -$345K 0.03% 635
2014
Q1 		$15.2M Buy
187,503
+2,325
+1% +$174K 0.03% 656
2013
Q4 		$13.1M Buy
185,178
+9,802
+6% +$737K 0.02% 717
2013
Q3 		$13.4M Buy
175,376
+898
+0.5% +$58.1K 0.03% 648
2013
Q2 		$9.12M Buy
+174,478
New +$8.94M 0.02% 813

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

Principal Financial Group's EGN Position: Q4 2018 in Review

Principal Financial Group sold out of Energen (EGN) in Q4 2018, closing a stake of 368,070 shares — an estimated $31.7M sold.

Principal Financial Group first reported a position in EGN in Q2 2013 and held it in 22 quarters. The position peaked at $31.7M in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Principal Financial Group reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Principal Financial Group sold 368,070 Energen shares in Q4 2018, an estimated $31.7M.
  • Principal Financial Group first reported a position in Energen in Q2 2013 and held it in 22 quarters.
  • Principal Financial Group's Energen position peaked at $31.7M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Principal Financial Group's 13F filing for Q4 2018, filed 14 Feb 2019.