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Index Management Solutions’s Encompass Health EHC Stock Holding History

Index Management Solutions’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
Q4 		– Sell
-5,977
Closed -$175K – 854
2014
Q3 		$175K Buy
+5,977
New +$182K 0.02% 691
2014
Q2 		– Sell
-4,161
Closed -$119K – 1073
2014
Q1 		$119K Buy
+4,161
New +$108K 0.02% 389

Other funds holding EHC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Index Management Solutions's EHC Position: Q4 2014 in Review

Index Management Solutions sold out of Encompass Health (EHC) in Q4 2014, closing a stake of 5,977 shares — an estimated $175K sold.

Index Management Solutions first reported a position in EHC in Q1 2014 and held it in 2 quarters. The position peaked at $175K in Q3 2014. 241 funds tracked by Wall St. Rank hold EHC as of Q4 2014.

  • Index Management Solutions reported no remaining Encompass Health position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 5,977 Encompass Health shares in Q4 2014, an estimated $175K.
  • Index Management Solutions first reported a position in Encompass Health in Q1 2014 and held it in 2 quarters.
  • Index Management Solutions's Encompass Health position peaked at $175K in Q3 2014.
  • 241 funds tracked by Wall St. Rank held Encompass Health as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.