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Denali Advisors’s Encompass Health EHC Stock Holding History

Denali 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
Q2 		– Sell
-50
Closed -$1K – 273
2014
Q1 		$1K Sell
50
-272,769
-100% -$7.1M ﹤0.01% 240
2013
Q4 		$7.23M Buy
272,819
+22,877
+9% +$637K 2.27% 8
2013
Q3 		$6.86M Buy
249,942
+83,389
+50% +$2.14M 2.36% 8
2013
Q2 		$3.82M Buy
+166,553
New +$3.76M 1.42% 22

Other funds holding EHC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $2.12B AUM 32.36% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Denali Advisors's EHC Position: Q2 2014 in Review

Denali Advisors sold out of Encompass Health (EHC) in Q2 2014, closing a stake of 50 shares — an estimated $1K sold.

Denali Advisors first reported a position in EHC in Q2 2013 and held it in 4 quarters. The position peaked at $7.23M in Q4 2013. 212 funds tracked by Wall St. Rank hold EHC as of Q2 2014.

  • Denali Advisors reported no remaining Encompass Health position as of Q2 2014 after selling out during the quarter.
  • Denali Advisors sold 50 Encompass Health shares in Q2 2014, an estimated $1K.
  • Denali Advisors first reported a position in Encompass Health in Q2 2013 and held it in 4 quarters.
  • Denali Advisors's Encompass Health position peaked at $7.23M in Q4 2013.
  • 212 funds tracked by Wall St. Rank held Encompass Health as of Q2 2014.

Based on Denali Advisors's 13F filing for Q2 2014, filed 16 Jul 2014.