SPIA
EGN

Steward Partners Investment Advisory’s Energen EGN Stock Holding History

Steward Partners Investment Advisory’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
2017
Q2 		– Sell
-184
Closed -$10K – 1748
2017
Q1 		$10K Buy
+184
New +$9.95K ﹤0.01% 960

Other funds holding EGN

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Steward Partners Investment Advisory's EGN Position: Q2 2017 in Review

Steward Partners Investment Advisory sold out of Energen (EGN) in Q2 2017, closing a stake of 184 shares — an estimated $10K sold.

Steward Partners Investment Advisory first reported a position in EGN in Q1 2017 and held it in 1 quarter. The position peaked at $10K in Q1 2017. 291 funds tracked by Wall St. Rank hold EGN as of Q2 2017.

  • Steward Partners Investment Advisory reported no remaining Energen position as of Q2 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 184 Energen shares in Q2 2017, an estimated $10K.
  • Steward Partners Investment Advisory first reported a position in Energen in Q1 2017 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Energen position peaked at $10K in Q1 2017.
  • 291 funds tracked by Wall St. Rank held Energen as of Q2 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2017, filed 22 Nov 2017.