RA
EGN

Rational Advisors’s Energen EGN Stock Holding History

Rational 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
2013
Q4 		$159K Sell
2,253
-280
-11% -$21.1K 0.01% 513
2013
Q3 		$193K Sell
2,533
-17
-0.7% -$1.1K 0.01% 518
2013
Q2 		$133K Buy
+2,550
New +$131K 0.01% 571

Other funds holding EGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Rational Advisors's EGN Position: Q4 2013 in Review

Rational Advisors reduced its Energen (EGN) stake by 11% in Q4 2013, selling an estimated $21.1K and leaving 2,253 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #513.

Rational Advisors first reported a position in EGN in Q2 2013 and has held it in 3 quarters since. The position peaked at $193K in Q3 2013. 315 funds tracked by Wall St. Rank hold EGN as of Q4 2013.

  • Rational Advisors held 2,253 shares of Energen worth $159K as of Q4 2013.
  • Rational Advisors sold 280 Energen shares in Q4 2013, an estimated $21.1K.
  • Energen made up 0.01% of Rational Advisors's portfolio in Q4 2013, its #513 holding.
  • Rational Advisors first reported a position in Energen in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's Energen position peaked at $193K in Q3 2013.
  • 315 funds tracked by Wall St. Rank held Energen as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.