Private Ocean’s Energen EGN Stock Holding History

Private Ocean’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
2014 Q1	–	Sell	-34	Closed	-$2K	–	233
2013 Q4	$2K	Buy	+34	New	+$2.56K	﹤0.01%	199

Other funds holding EGN

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Private Ocean's EGN Position: Q1 2014 in Review

Private Ocean sold out of Energen (EGN) in Q1 2014, closing a stake of 34 shares — an estimated $2K sold.

Private Ocean first reported a position in EGN in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 309 funds tracked by Wall St. Rank hold EGN as of Q1 2014.

Private Ocean reported no remaining Energen position as of Q1 2014 after selling out during the quarter.
Private Ocean sold 34 Energen shares in Q1 2014, an estimated $2K.
Private Ocean first reported a position in Energen in Q4 2013 and held it in 1 quarter.
Private Ocean's Energen position peaked at $2K in Q4 2013.
309 funds tracked by Wall St. Rank held Energen as of Q1 2014.

Based on Private Ocean's 13F filing for Q1 2014, filed 25 Apr 2014.