IAA
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Independent Advisor Alliance’s Encompass Health EHC Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-8,994
Closed -$441K – 447
2018
Q4 		$441K Buy
+8,994
New +$512K 0.08% 223

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Advisor Alliance's EHC Position: Q1 2019 in Review

Independent Advisor Alliance sold out of Encompass Health (EHC) in Q1 2019, closing a stake of 8,994 shares — an estimated $441K sold.

Independent Advisor Alliance first reported a position in EHC in Q4 2018 and held it in 1 quarter. The position peaked at $441K in Q4 2018. 427 funds tracked by Wall St. Rank hold EHC as of Q1 2019.

  • Independent Advisor Alliance reported no remaining Encompass Health position as of Q1 2019 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,994 Encompass Health shares in Q1 2019, an estimated $441K.
  • Independent Advisor Alliance first reported a position in Encompass Health in Q4 2018 and held it in 1 quarter.
  • Independent Advisor Alliance's Encompass Health position peaked at $441K in Q4 2018.
  • 427 funds tracked by Wall St. Rank held Encompass Health as of Q1 2019.

Based on Independent Advisor Alliance's 13F filing for Q1 2019, filed 7 May 2019.