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Cornerstone Advisors (Washington)’s Encompass Health EHC Stock Holding History

Cornerstone Advisors (Washington)’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
-141
Closed -$7K – 993
2019
Q2 		$7K Buy
141
+89
+171% +$4.32K ﹤0.01% 858
2019
Q1 		$2K Buy
52
+28
+117% +$1.42K ﹤0.01% 997
2018
Q4 		$1K Hold
24
– – ﹤0.01% 972
2018
Q3 		$1K Hold
24
– – ﹤0.01% 992
2018
Q2 		$1K Hold
24
– – ﹤0.01% 968
2018
Q1 		$1K Buy
+24
New +$1.03K ﹤0.01% 950
2015
Q2 		– Sell
-1,668
Closed -$59K – 769
2015
Q1 		$59K Hold
1,668
– – 0.05% 172
2014
Q4 		$51K Buy
+1,668
New +$52K 0.04% 182

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cornerstone Advisors (Washington)'s EHC Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Encompass Health (EHC) in Q3 2019, closing a stake of 141 shares — an estimated $7K sold.

Cornerstone Advisors (Washington) first reported a position in EHC in Q4 2014 and held it in 8 quarters. The position peaked at $59K in Q1 2015. 360 funds tracked by Wall St. Rank hold EHC as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Encompass Health position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 141 Encompass Health shares in Q3 2019, an estimated $7K.
  • Cornerstone Advisors (Washington) first reported a position in Encompass Health in Q4 2014 and held it in 8 quarters.
  • Cornerstone Advisors (Washington)'s Encompass Health position peaked at $59K in Q1 2015.
  • 360 funds tracked by Wall St. Rank held Encompass Health as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.