SWP
EGN

Stratos Wealth Partners’s Energen EGN Stock Holding History

Stratos Wealth Partners’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
-551
Closed -$47K – 2976
2018
Q3 		$47K Buy
+551
New +$42K ﹤0.01% 1492
2018
Q2 		– Sell
-608
Closed -$38K – 3053
2018
Q1 		$38K Hold
608
– – ﹤0.01% 1724
2017
Q4 		$35K Buy
+608
New +$33K ﹤0.01% 1688

Other funds holding EGN

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Stratos Wealth Partners's EGN Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Energen (EGN) in Q4 2018, closing a stake of 551 shares — an estimated $47K sold.

Stratos Wealth Partners first reported a position in EGN in Q4 2017 and held it in 3 quarters. The position peaked at $47K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 551 Energen shares in Q4 2018, an estimated $47K.
  • Stratos Wealth Partners first reported a position in Energen in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Energen position peaked at $47K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.