SSWM
EGN

Sheets Smith Wealth Management’s Energen EGN Stock Holding History

Sheets Smith Wealth Management’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
-10,433
Closed -$899K – 349
2018
Q3 		$899K Buy
10,433
+26
+0.2% +$1.98K 0.19% 138
2018
Q2 		$758K Buy
+10,407
New +$683K 0.18% 139

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