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Lucus Advisors’s Encompass Health EHC Stock Holding History

Lucus Advisors’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
2016
Q1 		– Sell
-8,104
Closed -$224K – 295
2015
Q4 		$224K Buy
+8,104
New +$231K 0.14% 296
2015
Q2 		– Sell
-11,906
Closed -$420K – 351
2015
Q1 		$420K Sell
11,906
-2,704
-19% -$92.5K 0.21% 214
2014
Q4 		$447K Buy
+14,610
New +$456K 0.2% 230

Other funds holding EHC

GCM
Glenview Capital Management New York $5.49B AUM 46.89% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lucus Advisors's EHC Position: Q1 2016 in Review

Lucus Advisors sold out of Encompass Health (EHC) in Q1 2016, closing a stake of 8,104 shares — an estimated $224K sold.

Lucus Advisors first reported a position in EHC in Q4 2014 and held it in 3 quarters. The position peaked at $447K in Q4 2014. 241 funds tracked by Wall St. Rank hold EHC as of Q1 2016.

  • Lucus Advisors reported no remaining Encompass Health position as of Q1 2016 after selling out during the quarter.
  • Lucus Advisors sold 8,104 Encompass Health shares in Q1 2016, an estimated $224K.
  • Lucus Advisors first reported a position in Encompass Health in Q4 2014 and held it in 3 quarters.
  • Lucus Advisors's Encompass Health position peaked at $447K in Q4 2014.
  • 241 funds tracked by Wall St. Rank held Encompass Health as of Q1 2016.

Based on Lucus Advisors's 13F filing for Q1 2016, filed 13 May 2016.