WA
EGN

Winfield Associates’s Energen EGN Stock Holding History

Winfield Associates’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
Q1 		– Sell
-60
Closed -$4K – 781
2017
Q4 		$4K Hold
60
– – ﹤0.01% 575
2017
Q3 		$3K Hold
60
– – ﹤0.01% 585
2017
Q2 		$3K Hold
60
– – ﹤0.01% 655
2017
Q1 		$3K Sell
60
-30
-33% -$1.62K ﹤0.01% 561
2016
Q4 		$5K Buy
90
+30
+50% +$1.71K ﹤0.01% 445
2016
Q3 		$3K Buy
60
+10
+20% +$522 ﹤0.01% 513
2016
Q2 		$2K Hold
50
– – ﹤0.01% 563
2016
Q1 		$2K Buy
+50
New +$1.55K ﹤0.01% 532

Other funds holding EGN

CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Winfield Associates's EGN Position: Q1 2018 in Review

Winfield Associates sold out of Energen (EGN) in Q1 2018, closing a stake of 60 shares — an estimated $4K sold.

Winfield Associates first reported a position in EGN in Q1 2016 and held it in 8 quarters. The position peaked at $5K in Q4 2016. 350 funds tracked by Wall St. Rank hold EGN as of Q1 2018.

  • Winfield Associates reported no remaining Energen position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 60 Energen shares in Q1 2018, an estimated $4K.
  • Winfield Associates first reported a position in Energen in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Energen position peaked at $5K in Q4 2016.
  • 350 funds tracked by Wall St. Rank held Energen as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.