TPWA
EGN

TRUE Private Wealth Advisors’s Energen EGN Stock Holding History

TRUE Private Wealth 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
2018
Q4 		– Sell
-131
Closed -$11.3K – 1059
2018
Q3 		$11.3K Buy
+131
New +$9.98K ﹤0.01% 730

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

TRUE Private Wealth Advisors's EGN Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Energen (EGN) in Q4 2018, closing a stake of 131 shares — an estimated $11.3K sold.

TRUE Private Wealth Advisors first reported a position in EGN in Q3 2018 and held it in 1 quarter. The position peaked at $11.3K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 131 Energen shares in Q4 2018, an estimated $11.3K.
  • TRUE Private Wealth Advisors first reported a position in Energen in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Energen position peaked at $11.3K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.