Kings Point Capital Management’s Encompass Health EHC Stock Holding History

Kings Point Capital 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	-173	Closed	-$11K	–	355
2018 Q3	$11K	Buy	+173	New	+$10.5K	﹤0.01%	353
2016 Q3	–	Sell	-5,719	Closed	-$177K	–	314
2016 Q2	$177K	Hold	5,719	–	–	0.05%	123
2016 Q1	$171K	Hold	5,719	–	–	0.04%	119
2015 Q4	$158K	Hold	5,719	–	–	0.04%	127
2015 Q3	$175K	Hold	5,719	–	–	0.05%	128
2015 Q2	$210K	Hold	5,719	–	–	0.05%	121
2015 Q1	$202K	Hold	5,719	–	–	0.05%	122
2014 Q4	$175K	Buy	+5,719	New	+$178K	0.05%	120

Other funds holding EHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kings Point Capital Management's EHC Position: Q4 2018 in Review

Kings Point Capital Management sold out of Encompass Health (EHC) in Q4 2018, closing a stake of 173 shares — an estimated $11K sold.

Kings Point Capital Management first reported a position in EHC in Q4 2014 and held it in 8 quarters. The position peaked at $210K in Q2 2015. 447 funds tracked by Wall St. Rank hold EHC as of Q4 2018.

Kings Point Capital Management reported no remaining Encompass Health position as of Q4 2018 after selling out during the quarter.
Kings Point Capital Management sold 173 Encompass Health shares in Q4 2018, an estimated $11K.
Kings Point Capital Management first reported a position in Encompass Health in Q4 2014 and held it in 8 quarters.
Kings Point Capital Management's Encompass Health position peaked at $210K in Q2 2015.
447 funds tracked by Wall St. Rank held Encompass Health as of Q4 2018.

Based on Kings Point Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.