MFW
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Mosaic Family Wealth’s Encompass Health EHC Stock Holding History

Mosaic Family Wealth’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
2017
Q3 		– Sell
-87
Closed -$3K – 927
2017
Q2 		$3K Hold
87
– – ﹤0.01% 635
2017
Q1 		$3K Hold
87
– – ﹤0.01% 644
2016
Q4 		$3K Hold
87
– – ﹤0.01% 621
2016
Q3 		$3K Hold
87
– – ﹤0.01% 633
2016
Q2 		$3K Hold
87
– – ﹤0.01% 658
2016
Q1 		$2K Hold
87
– – ﹤0.01% 698
2015
Q4 		$2K Buy
+87
New +$2.48K ﹤0.01% 681

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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

Mosaic Family Wealth's EHC Position: Q3 2017 in Review

Mosaic Family Wealth sold out of Encompass Health (EHC) in Q3 2017, closing a stake of 87 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in EHC in Q4 2015 and held it in 7 quarters. The position peaked at $3K in Q2 2017. 323 funds tracked by Wall St. Rank hold EHC as of Q3 2017.

  • Mosaic Family Wealth reported no remaining Encompass Health position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 87 Encompass Health shares in Q3 2017, an estimated $3K.
  • Mosaic Family Wealth first reported a position in Encompass Health in Q4 2015 and held it in 7 quarters.
  • Mosaic Family Wealth's Encompass Health position peaked at $3K in Q2 2017.
  • 323 funds tracked by Wall St. Rank held Encompass Health as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.