FineMark National Bank & Trust’s Encompass Health EHC Stock Holding History

FineMark National Bank & Trust’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
2016 Q3	–	Sell	-168	Closed	-$5K	–	1335
2016 Q2	$5K	Buy	168 +12	+8%	+$375	﹤0.01%	1068
2016 Q1	$5K	Sell	156 -51	-25%	-$1.41K	﹤0.01%	1033
2015 Q4	$6K	Buy	207 +5	+2%	+$142	﹤0.01%	1014
2015 Q3	$6K	Hold	202	–	–	﹤0.01%	1062
2015 Q2	$7K	Buy	202 +154	+321%	+$5.49K	﹤0.01%	1058
2015 Q1	$2K	Sell	48 -10	-17%	-$342	﹤0.01%	1243
2014 Q4	$2K	Buy	+58	New	+$1.81K	﹤0.01%	1262
2014 Q3	–	Sell	-629	Closed	-$18K	–	1395
2014 Q2	$18K	Hold	629	–	–	﹤0.01%	917
2014 Q1	$18K	Hold	629	–	–	﹤0.01%	909
2013 Q4	$17K	Hold	629	–	–	﹤0.01%	883
2013 Q3	$17K	Hold	629	–	–	﹤0.01%	843
2013 Q2	$14K	Buy	+629	New	+$14.2K	﹤0.01%	874

Other funds holding EHC

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FineMark National Bank & Trust's EHC Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of Encompass Health (EHC) in Q3 2016, closing a stake of 168 shares — an estimated $5K sold.

FineMark National Bank & Trust first reported a position in EHC in Q2 2013 and held it in 12 quarters. The position peaked at $18K in Q2 2014. 271 funds tracked by Wall St. Rank hold EHC as of Q3 2016.

FineMark National Bank & Trust reported no remaining Encompass Health position as of Q3 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 168 Encompass Health shares in Q3 2016, an estimated $5K.
FineMark National Bank & Trust first reported a position in Encompass Health in Q2 2013 and held it in 12 quarters.
FineMark National Bank & Trust's Encompass Health position peaked at $18K in Q2 2014.
271 funds tracked by Wall St. Rank held Encompass Health as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.