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Constellation Wealth Advisors’s Encompass Health EHC Stock Holding History

Constellation 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
2014
Q4 		– Sell
-12,570
Closed -$369K – 180
2014
Q3 		$369K Buy
+12,570
New +$383K 0.03% 155

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
William Blair & Company
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Constellation Wealth Advisors's EHC Position: Q4 2014 in Review

Constellation Wealth Advisors sold out of Encompass Health (EHC) in Q4 2014, closing a stake of 12,570 shares — an estimated $369K sold.

Constellation Wealth Advisors first reported a position in EHC in Q3 2014 and held it in 1 quarter. The position peaked at $369K in Q3 2014. 241 funds tracked by Wall St. Rank hold EHC as of Q4 2014.

  • Constellation Wealth Advisors reported no remaining Encompass Health position as of Q4 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 12,570 Encompass Health shares in Q4 2014, an estimated $369K.
  • Constellation Wealth Advisors first reported a position in Encompass Health in Q3 2014 and held it in 1 quarter.
  • Constellation Wealth Advisors's Encompass Health position peaked at $369K in Q3 2014.
  • 241 funds tracked by Wall St. Rank held Encompass Health as of Q4 2014.

Based on Constellation Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.