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Liberty Wealth Management’s Encompass Health EHC Stock Holding History

Liberty 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
2020
Q1 		– Sell
-15
Closed -$1K – 907
2019
Q4 		$1K Buy
+15
New +$814 ﹤0.01% 817

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JP Morgan Chase
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State Street
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Victory Capital Management
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Invesco
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American Century Companies
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Acadian Asset Management
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Liberty Wealth Management's EHC Position: Q1 2020 in Review

Liberty Wealth Management sold out of Encompass Health (EHC) in Q1 2020, closing a stake of 15 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in EHC in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 375 funds tracked by Wall St. Rank hold EHC as of Q1 2020.

  • Liberty Wealth Management reported no remaining Encompass Health position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 15 Encompass Health shares in Q1 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in Encompass Health in Q4 2019 and held it in 1 quarter.
  • Liberty Wealth Management's Encompass Health position peaked at $1K in Q4 2019.
  • 375 funds tracked by Wall St. Rank held Encompass Health as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.