JIC
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Joel Isaacson & Co’s Encompass Health EHC Stock Holding History

Joel Isaacson & Co’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
Q1 		– Sell
-73
Closed -$2K – 278
2016
Q4 		$2K Hold
73
– – ﹤0.01% 606
2016
Q3 		$2K Hold
73
– – ﹤0.01% 667
2016
Q2 		$2K Hold
73
– – ﹤0.01% 666
2016
Q1 		$2K Hold
73
– – ﹤0.01% 719
2015
Q4 		$2K Buy
+73
New +$2.08K ﹤0.01% 683

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Joel Isaacson & Co's EHC Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Encompass Health (EHC) in Q1 2017, closing a stake of 73 shares — an estimated $2K sold.

Joel Isaacson & Co first reported a position in EHC in Q4 2015 and held it in 5 quarters. The position peaked at $2K in Q4 2016. 316 funds tracked by Wall St. Rank hold EHC as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Encompass Health position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 73 Encompass Health shares in Q1 2017, an estimated $2K.
  • Joel Isaacson & Co first reported a position in Encompass Health in Q4 2015 and held it in 5 quarters.
  • Joel Isaacson & Co's Encompass Health position peaked at $2K in Q4 2016.
  • 316 funds tracked by Wall St. Rank held Encompass Health as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.