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Financial Architects (New Jersey)’s Encompass Health EHC Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-82
Closed -$3K – 1511
2017
Q2 		$3K Hold
82
– – ﹤0.01% 1374
2017
Q1 		$3K Buy
+82
New +$2.69K ﹤0.01% 1370

Other funds holding EHC

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Vanguard Group
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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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Financial Architects (New Jersey)'s EHC Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of Encompass Health (EHC) in Q3 2017, closing a stake of 82 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in EHC in Q1 2017 and held it in 2 quarters. The position peaked at $3K in Q2 2017. 323 funds tracked by Wall St. Rank hold EHC as of Q3 2017.

  • Financial Architects (New Jersey) reported no remaining Encompass Health position as of Q3 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 82 Encompass Health shares in Q3 2017, an estimated $3K.
  • Financial Architects (New Jersey) first reported a position in Encompass Health in Q1 2017 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Encompass Health position peaked at $3K in Q2 2017.
  • 323 funds tracked by Wall St. Rank held Encompass Health as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.