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Beacon Harbor Wealth Advisors’s Encompass Health EHC Stock Holding History

Beacon Harbor Wealth 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
2019
Q3 		– Sell
-35,666
Closed -$1.8M – 57
2019
Q2 		$1.8M Buy
+35,666
New +$1.73M 1.65% 29

Other funds holding EHC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Harbor Wealth Advisors's EHC Position: Q3 2019 in Review

Beacon Harbor Wealth Advisors sold out of Encompass Health (EHC) in Q3 2019, closing a stake of 35,666 shares — an estimated $1.8M sold.

Beacon Harbor Wealth Advisors first reported a position in EHC in Q2 2019 and held it in 1 quarter. The position peaked at $1.8M in Q2 2019. 360 funds tracked by Wall St. Rank hold EHC as of Q3 2019.

  • Beacon Harbor Wealth Advisors reported no remaining Encompass Health position as of Q3 2019 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 35,666 Encompass Health shares in Q3 2019, an estimated $1.8M.
  • Beacon Harbor Wealth Advisors first reported a position in Encompass Health in Q2 2019 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Encompass Health position peaked at $1.8M in Q2 2019.
  • 360 funds tracked by Wall St. Rank held Encompass Health as of Q3 2019.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.