KJWM
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Kiley Juergens Wealth Management’s Encompass Health EHC Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-129
Closed – – 212
2018
Q3 		$0 Hold
129
– – ﹤0.01% 673
2018
Q2 		$0 Buy
+129
New +$6.45K ﹤0.01% 611
2018
Q1 		– Sell
-129
Closed -$5K – 230
2017
Q4 		$5K Buy
+129
New +$4.91K ﹤0.01% 545

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
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
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

Kiley Juergens Wealth Management's EHC Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Encompass Health (EHC) in Q4 2018, closing a stake of 129 shares.

Kiley Juergens Wealth Management first reported a position in EHC in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q4 2017. 447 funds tracked by Wall St. Rank hold EHC as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Encompass Health position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 129 Encompass Health shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Encompass Health in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Encompass Health position peaked at $5K in Q4 2017.
  • 447 funds tracked by Wall St. Rank held Encompass Health as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.