WAM
EGN

Wealthspire Advisors (Maryland)’s Energen EGN Stock Holding History

Wealthspire Advisors (Maryland)’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
-68
Closed -$6K – 2672
2018
Q3 		$6K Hold
68
– – ﹤0.01% 1768
2018
Q2 		$5K Sell
68
-12
-15% -$787 ﹤0.01% 1841
2018
Q1 		$5K Hold
80
– – ﹤0.01% 1867
2017
Q4 		$5K Sell
80
-19
-19% -$1.03K ﹤0.01% 1869
2017
Q3 		$5K Buy
99
+34
+52% +$1.73K ﹤0.01% 1824
2017
Q2 		$3K Buy
65
+21
+48% +$1.12K ﹤0.01% 1942
2017
Q1 		$2K Buy
44
+30
+214% +$1.62K ﹤0.01% 1744
2016
Q4 		$1K Buy
+14
New +$797 ﹤0.01% 1722
2016
Q1 		– Sell
-19
Closed -$1K – 1913
2015
Q4 		$1K Buy
+19
New +$1.04K ﹤0.01% 1690

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

Wealthspire Advisors (Maryland)'s EGN Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Energen (EGN) in Q4 2018, closing a stake of 68 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in EGN in Q4 2015 and held it in 9 quarters. The position peaked at $6K in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 68 Energen shares in Q4 2018, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Energen in Q4 2015 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Energen position peaked at $6K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.