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Avantax Planning Partners’s Encompass Health EHC Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-84
Closed -$5K – 526
2018
Q3 		$5K Buy
+84
New +$5.11K ﹤0.01% 1085
2018
Q2 		– Sell
-142
Closed -$6K – 564
2018
Q1 		$6K Buy
+142
New +$6.09K ﹤0.01% 1253

Other funds holding EHC

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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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avantax Planning Partners's EHC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Encompass Health (EHC) in Q4 2018, closing a stake of 84 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in EHC in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 447 funds tracked by Wall St. Rank hold EHC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Encompass Health position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 84 Encompass Health shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Encompass Health in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Encompass Health position peaked at $6K in Q1 2018.
  • 447 funds tracked by Wall St. Rank held Encompass Health as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.