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Bellwether Investment Group’s Encompass Health EHC Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-503
Closed -$17K – 228
2017
Q1 		$17K Sell
503
-100
-17% -$3.28K 0.04% 349
2016
Q4 		$20K Buy
+603
New +$19.6K 0.02% 453
2016
Q2 		$3K Buy
+101
New +$3.16K ﹤0.01% 535

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bellwether Investment Group's EHC Position: Q2 2017 in Review

Bellwether Investment Group sold out of Encompass Health (EHC) in Q2 2017, closing a stake of 503 shares — an estimated $17K sold.

Bellwether Investment Group first reported a position in EHC in Q2 2016 and held it in 3 quarters. The position peaked at $20K in Q4 2016. 333 funds tracked by Wall St. Rank hold EHC as of Q2 2017.

  • Bellwether Investment Group reported no remaining Encompass Health position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 503 Encompass Health shares in Q2 2017, an estimated $17K.
  • Bellwether Investment Group first reported a position in Encompass Health in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Encompass Health position peaked at $20K in Q4 2016.
  • 333 funds tracked by Wall St. Rank held Encompass Health as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.