MCM
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Montibus Capital Management’s Encompass Health EHC Stock Holding History

Montibus 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
2013
Q3 		$16.3M Sell
594,364
-31,625
-5% -$812K 1.76% 10
2013
Q2 		$14.3M Buy
+625,989
New +$14.1M 1.81% 8

Other funds holding EHC

William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Montibus Capital Management's EHC Position: Q3 2013 in Review

Montibus Capital Management reduced its Encompass Health (EHC) stake by 5.1% in Q3 2013, selling an estimated $812K and leaving 594,364 shares worth $16.3M. The position accounts for 1.76% of the portfolio, ranked #10.

Montibus Capital Management first reported a position in EHC in Q2 2013 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold EHC as of Q3 2013.

  • Montibus Capital Management held 594,364 shares of Encompass Health worth $16.3M as of Q3 2013.
  • Montibus Capital Management sold 31,625 Encompass Health shares in Q3 2013, an estimated $812K.
  • Encompass Health made up 1.76% of Montibus Capital Management's portfolio in Q3 2013, its #10 holding.
  • Montibus Capital Management first reported a position in Encompass Health in Q2 2013 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held Encompass Health as of Q3 2013.

Based on Montibus Capital Management's 13F filing for Q3 2013, filed 13 Nov 2013.