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 $113B AUM 34.64% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

Sheets Smith Wealth Management's EGN Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of Energen (EGN) in Q4 2018, closing a stake of 10,433 shares — an estimated $899K sold.

Sheets Smith Wealth Management first reported a position in EGN in Q2 2018 and held it in 2 quarters. The position peaked at $899K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,433 Energen shares in Q4 2018, an estimated $899K.
  • Sheets Smith Wealth Management first reported a position in Energen in Q2 2018 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Energen position peaked at $899K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.