HTC
EHC icon

Haverford Trust Company’s Encompass Health EHC Stock Holding History

Haverford Trust Company’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
Q1 		– Sell
-8,988
Closed -$238K – 223
2013
Q4 		$238K Sell
8,988
-157
-2% -$4.37K 0.01% 239
2013
Q3 		$251K Sell
9,145
-1,162
-11% -$29.8K 0.01% 177
2013
Q2 		$236K Buy
+10,307
New +$233K 0.01% 206

Other funds holding EHC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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 $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Haverford Trust Company's EHC Position: Q1 2014 in Review

Haverford Trust Company sold out of Encompass Health (EHC) in Q1 2014, closing a stake of 8,988 shares — an estimated $238K sold.

Haverford Trust Company first reported a position in EHC in Q2 2013 and held it in 3 quarters. The position peaked at $251K in Q3 2013. 213 funds tracked by Wall St. Rank hold EHC as of Q1 2014.

  • Haverford Trust Company reported no remaining Encompass Health position as of Q1 2014 after selling out during the quarter.
  • Haverford Trust Company sold 8,988 Encompass Health shares in Q1 2014, an estimated $238K.
  • Haverford Trust Company first reported a position in Encompass Health in Q2 2013 and held it in 3 quarters.
  • Haverford Trust Company's Encompass Health position peaked at $251K in Q3 2013.
  • 213 funds tracked by Wall St. Rank held Encompass Health as of Q1 2014.

Based on Haverford Trust Company's 13F filing for Q1 2014, filed 8 May 2014.