WT
EGN

Whittier Trust’s Energen EGN Stock Holding History

Whittier Trust’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
-26,331
Closed -$2.27M – 1405
2018
Q3 		$2.27M Buy
26,331
+112
+0.4% +$8.53K 0.07% 214
2018
Q2 		$1.91M Buy
+26,219
New +$1.72M 0.06% 225

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

Whittier Trust's EGN Position: Q4 2018 in Review

Whittier Trust sold out of Energen (EGN) in Q4 2018, closing a stake of 26,331 shares — an estimated $2.27M sold.

Whittier Trust first reported a position in EGN in Q2 2018 and held it in 2 quarters. The position peaked at $2.27M in Q3 2018. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

  • Whittier Trust reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
  • Whittier Trust sold 26,331 Energen shares in Q4 2018, an estimated $2.27M.
  • Whittier Trust first reported a position in Energen in Q2 2018 and held it in 2 quarters.
  • Whittier Trust's Energen position peaked at $2.27M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Whittier Trust's 13F filing for Q4 2018, filed 7 Feb 2019.