WFG Advisors’s Energen EGN Stock Holding History

WFG 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
2017 Q2	–	Sell	-64	Closed	-$3K	–	1719
2017 Q1	$3K	Sell	64 -58	-48%	-$3.14K	﹤0.01%	1310
2016 Q4	$7K	Sell	122 -24	-16%	-$1.37K	﹤0.01%	1213
2016 Q3	$8K	Hold	146	–	–	﹤0.01%	1205
2016 Q2	$7K	Hold	146	–	–	﹤0.01%	1195
2016 Q1	$5K	Hold	146	–	–	﹤0.01%	1215
2015 Q4	$6K	Hold	146	–	–	﹤0.01%	1203
2015 Q3	$7K	Hold	146	–	–	﹤0.01%	1204
2015 Q2	$10K	Hold	146	–	–	﹤0.01%	1197
2015 Q1	$10K	Hold	146	–	–	﹤0.01%	1217
2014 Q4	$9K	Sell	146 -329	-69%	-$20.8K	﹤0.01%	1505
2014 Q3	$34K	Buy	475 +1	+0.2%	+$80	0.01%	1062
2014 Q2	$42K	Buy	474 +1	+0.2%	+$84	0.01%	986
2014 Q1	$38K	Buy	473 +21	+5%	+$1.57K	0.01%	1016
2013 Q4	$32K	Buy	452 +122	+37%	+$9.17K	﹤0.01%	1157
2013 Q3	$25K	Buy	330 +1	+0.3%	+$65	﹤0.01%	1194
2013 Q2	$17K	Buy	+329	New	+$16.9K	﹤0.01%	1277

Other funds holding EGN

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WFG Advisors's EGN Position: Q2 2017 in Review

WFG Advisors sold out of Energen (EGN) in Q2 2017, closing a stake of 64 shares — an estimated $3K sold.

WFG Advisors first reported a position in EGN in Q2 2013 and held it in 16 quarters. The position peaked at $42K in Q2 2014. 291 funds tracked by Wall St. Rank hold EGN as of Q2 2017.

WFG Advisors reported no remaining Energen position as of Q2 2017 after selling out during the quarter.
WFG Advisors sold 64 Energen shares in Q2 2017, an estimated $3K.
WFG Advisors first reported a position in Energen in Q2 2013 and held it in 16 quarters.
WFG Advisors's Energen position peaked at $42K in Q2 2014.
291 funds tracked by Wall St. Rank held Energen as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.