Wilbanks Smith & Thomas Asset Management’s Energen EGN Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-2,513	Closed	-$217K	–	1558
2018 Q3	$217K	Sell	2,513 -945	-27%	-$72K	0.01%	378
2018 Q2	$252K	Buy	+3,458	New	+$227K	0.02%	297
2016 Q1	–	Sell	-5,013	Closed	-$205K	–	309
2015 Q4	$205K	Sell	5,013 -4,000	-44%	-$219K	0.02%	256
2015 Q3	$449K	Hold	9,013	–	–	0.06%	157
2015 Q2	$616K	Hold	9,013	–	–	0.06%	158
2015 Q1	$595K	Hold	9,013	–	–	0.06%	158
2014 Q4	$575K	Hold	9,013	–	–	0.06%	157
2014 Q3	$651K	Hold	9,013	–	–	0.07%	140
2014 Q2	$801K	Hold	9,013	–	–	0.09%	132
2014 Q1	$728K	Sell	9,013 -35	-0.4%	-$2.62K	0.08%	134
2013 Q4	$640K	Sell	9,048 -6	-0.1%	-$451	0.08%	141
2013 Q3	$692K	Sell	9,054 -12	-0.1%	-$776	0.09%	128
2013 Q2	$474K	Buy	+9,066	New	+$464K	0.07%	154

Other funds holding EGN

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management's EGN Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Energen (EGN) in Q4 2018, closing a stake of 2,513 shares — an estimated $217K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in EGN in Q2 2013 and held it in 13 quarters. The position peaked at $801K in Q2 2014. 4 funds tracked by Wall St. Rank hold EGN as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining Energen position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 2,513 Energen shares in Q4 2018, an estimated $217K.
Wilbanks Smith & Thomas Asset Management first reported a position in Energen in Q2 2013 and held it in 13 quarters.
Wilbanks Smith & Thomas Asset Management's Energen position peaked at $801K in Q2 2014.
4 funds tracked by Wall St. Rank held Energen as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.