W
EGN

Wealthfront’s Energen EGN Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-720
Closed -$36K – 1245
2015
Q3 		$36K Buy
720
+483
+204% +$26K ﹤0.01% 578
2015
Q2 		$16K Buy
237
+79
+50% +$5.49K ﹤0.01% 714
2015
Q1 		$10K Buy
158
+157
+15,700% +$10.1K ﹤0.01% 644
2014
Q4 		$0 Buy
+1
New +$63 ﹤0.01% 1101

Other funds holding EGN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Wealthfront's EGN Position: Q4 2015 in Review

Wealthfront sold out of Energen (EGN) in Q4 2015, closing a stake of 720 shares — an estimated $36K sold.

Wealthfront first reported a position in EGN in Q4 2014 and held it in 4 quarters. The position peaked at $36K in Q3 2015. 290 funds tracked by Wall St. Rank hold EGN as of Q4 2015.

  • Wealthfront reported no remaining Energen position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 720 Energen shares in Q4 2015, an estimated $36K.
  • Wealthfront first reported a position in Energen in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Energen position peaked at $36K in Q3 2015.
  • 290 funds tracked by Wall St. Rank held Energen as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.