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Affinity Investment Advisors’s Encompass Health EHC Stock Holding History

Affinity Investment Advisors’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-11,328
Closed -$610K – 155
2018
Q2 		$610K Hold
11,328
– – 0.09% 108
2018
Q1 		$515K Buy
11,328
+2,234
+25% +$95.8K 0.06% 106
2017
Q4 		$357K Buy
9,094
+104
+1% +$3.96K 0.04% 119
2017
Q3 		$331K Buy
8,990
+1,039
+13% +$37K 0.04% 115
2017
Q2 		$306K Sell
7,951
-3,708
-32% -$136K 0.04% 119
2017
Q1 		$397K Buy
11,659
+4,285
+58% +$141K 0.04% 128
2016
Q4 		$242K Hold
7,374
– – 0.02% 143
2016
Q3 		$238K Buy
+7,374
New +$239K 0.02% 144

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Affinity Investment Advisors's EHC Position: Q3 2018 in Review

Affinity Investment Advisors sold out of Encompass Health (EHC) in Q3 2018, closing a stake of 11,328 shares — an estimated $610K sold.

Affinity Investment Advisors first reported a position in EHC in Q3 2016 and held it in 8 quarters. The position peaked at $610K in Q2 2018. 430 funds tracked by Wall St. Rank hold EHC as of Q3 2018.

  • Affinity Investment Advisors reported no remaining Encompass Health position as of Q3 2018 after selling out during the quarter.
  • Affinity Investment Advisors sold 11,328 Encompass Health shares in Q3 2018, an estimated $610K.
  • Affinity Investment Advisors first reported a position in Encompass Health in Q3 2016 and held it in 8 quarters.
  • Affinity Investment Advisors's Encompass Health position peaked at $610K in Q2 2018.
  • 430 funds tracked by Wall St. Rank held Encompass Health as of Q3 2018.

Based on Affinity Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.