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Calvert Investment Management’s Encompass Health EHC Stock Holding History

Calvert Investment Management’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
Q1 		– Sell
-7,400
Closed -$243K – 191
2016
Q4 		$243K Sell
7,400
-90
-1% -$2.92K 0.01% 727
2016
Q3 		$242K Buy
7,490
+687
+10% +$22.3K 0.01% 714
2016
Q2 		$210K Buy
+6,803
New +$213K 0.01% 720

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 $1.02T AUM 30.18% 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 $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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Calvert Investment Management's EHC Position: Q1 2017 in Review

Calvert Investment Management sold out of Encompass Health (EHC) in Q1 2017, closing a stake of 7,400 shares — an estimated $243K sold.

Calvert Investment Management first reported a position in EHC in Q2 2016 and held it in 3 quarters. The position peaked at $243K in Q4 2016. 316 funds tracked by Wall St. Rank hold EHC as of Q1 2017.

  • Calvert Investment Management reported no remaining Encompass Health position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 7,400 Encompass Health shares in Q1 2017, an estimated $243K.
  • Calvert Investment Management first reported a position in Encompass Health in Q2 2016 and held it in 3 quarters.
  • Calvert Investment Management's Encompass Health position peaked at $243K in Q4 2016.
  • 316 funds tracked by Wall St. Rank held Encompass Health as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.