Valeo Financial Advisors’s Energen EGN Stock Holding History

Valeo Financial 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	-52	Closed	-$4K	–	1873
2018 Q3	$4K	Hold	52	–	–	﹤0.01%	1313
2018 Q2	$4K	Sell	52 -650	-93%	-$42.6K	﹤0.01%	1227
2018 Q1	$44K	Buy	702 +2	+0.3%	+$112	0.01%	519
2017 Q4	$40K	Sell	700 -24	-3%	-$1.3K	0.01%	516
2017 Q3	$40K	Buy	+724	New	+$36.9K	0.01%	442

Other funds holding EGN

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Valeo Financial Advisors's EGN Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Energen (EGN) in Q4 2018, closing a stake of 52 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in EGN in Q3 2017 and held it in 5 quarters. The position peaked at $44K in Q1 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

Valeo Financial Advisors reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
Valeo Financial Advisors sold 52 Energen shares in Q4 2018, an estimated $4K.
Valeo Financial Advisors first reported a position in Energen in Q3 2017 and held it in 5 quarters.
Valeo Financial Advisors's Energen position peaked at $44K in Q1 2018.
4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.