WA
EGN

Waverly Advisors’s Energen EGN Stock Holding History

Waverly 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
-21,427
Closed -$1.85M – 204
2018
Q3 		$1.85M Hold
21,427
– – 0.27% 42
2018
Q2 		$1.56M Hold
21,427
– – 0.24% 50
2018
Q1 		$1.35M Sell
21,427
-6,330
-23% -$355K 0.22% 56
2017
Q4 		$1.6M Buy
27,757
+274
+1% +$14.9K 0.23% 66
2017
Q3 		$1.5M Hold
27,483
– – 0.33% 54
2017
Q2 		$1.36M Hold
27,483
– – 0.34% 55
2017
Q1 		$1.5M Buy
+27,483
New +$1.49M 0.39% 43
2015
Q4 		– Sell
-403
Closed -$20K – 432
2015
Q3 		$20K Hold
403
– – 0.01% 276
2015
Q2 		$28K Hold
403
– – 0.02% 193
2015
Q1 		$27K Hold
403
– – 0.01% 172
2014
Q4 		$26K Hold
403
– – 0.01% 188
2014
Q3 		$29K Hold
403
– – 0.02% 289
2014
Q2 		$36K Hold
403
– – 0.02% 268
2014
Q1 		$33K Hold
403
– – 0.01% 256
2013
Q4 		$29K Hold
403
– – 0.01% 405
2013
Q3 		$31K Buy
+403
New +$26.1K 0.02% 308

Other funds holding EGN

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Waverly Advisors's EGN Position: Q4 2018 in Review

Waverly Advisors sold out of Energen (EGN) in Q4 2018, closing a stake of 21,427 shares — an estimated $1.85M sold.

Waverly Advisors first reported a position in EGN in Q3 2013 and held it in 16 quarters. The position peaked at $1.85M in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Waverly Advisors reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Waverly Advisors sold 21,427 Energen shares in Q4 2018, an estimated $1.85M.
  • Waverly Advisors first reported a position in Energen in Q3 2013 and held it in 16 quarters.
  • Waverly Advisors's Energen position peaked at $1.85M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Waverly Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.