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Lake Point Wealth Management’s Encompass Health EHC Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-170
Closed -$8K – 726
2018
Q4 		$8K Buy
+170
New +$9.67K ﹤0.01% 497

Other funds holding EHC

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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

Lake Point Wealth Management's EHC Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Encompass Health (EHC) in Q1 2019, closing a stake of 170 shares — an estimated $8K sold.

Lake Point Wealth Management first reported a position in EHC in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 427 funds tracked by Wall St. Rank hold EHC as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Encompass Health position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 170 Encompass Health shares in Q1 2019, an estimated $8K.
  • Lake Point Wealth Management first reported a position in Encompass Health in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Encompass Health position peaked at $8K in Q4 2018.
  • 427 funds tracked by Wall St. Rank held Encompass Health as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.