VHAM
EGN

Van Hulzen Asset Management’s Energen EGN Stock Holding History

Van Hulzen Asset 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
-3,233
Closed -$279K – 258
2018
Q3 		$279K Buy
+3,233
New +$246K 0.07% 174

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

Van Hulzen Asset Management's EGN Position: Q4 2018 in Review

Van Hulzen Asset Management sold out of Energen (EGN) in Q4 2018, closing a stake of 3,233 shares — an estimated $279K sold.

Van Hulzen Asset Management first reported a position in EGN in Q3 2018 and held it in 1 quarter. The position peaked at $279K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Van Hulzen Asset Management reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Van Hulzen Asset Management sold 3,233 Energen shares in Q4 2018, an estimated $279K.
  • Van Hulzen Asset Management first reported a position in Energen in Q3 2018 and held it in 1 quarter.
  • Van Hulzen Asset Management's Energen position peaked at $279K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Van Hulzen Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.