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MSI Financial Services’s Encompass Health EHC Stock Holding History

MSI Financial Services’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
Q4 		$45K Hold
1,385
– – ﹤0.01% 1926
2016
Q3 		$45K Sell
1,385
-283
-17% -$9.17K ﹤0.01% 1880
2016
Q2 		$52K Buy
1,668
+13
+0.8% +$407 ﹤0.01% 1794
2016
Q1 		$50K Buy
1,655
+496
+43% +$13.7K ﹤0.01% 1733
2015
Q4 		$32K Buy
1,159
+1,006
+658% +$28.6K ﹤0.01% 2001
2015
Q3 		$5K Sell
153
-18
-11% -$627 ﹤0.01% 2391
2015
Q2 		$6K Sell
171
-40
-19% -$1.43K ﹤0.01% 2342
2015
Q1 		$7K Buy
211
+74
+54% +$2.53K ﹤0.01% 2289
2014
Q4 		$4K Buy
137
+111
+427% +$3.46K ﹤0.01% 2194
2014
Q3 		$1K Hold
26
– – ﹤0.01% 2497
2014
Q2 		$1K Hold
26
– – ﹤0.01% 2440
2014
Q1 		$1K Hold
26
– – ﹤0.01% 2370
2013
Q4 		$1K Buy
+26
New +$723 ﹤0.01% 2360
2013
Q3 		– Sell
-26
Closed -$1K – 2166
2013
Q2 		$1K Buy
+26
New +$588 ﹤0.01% 2224

Other funds holding EHC

GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MSI Financial Services's EHC Position: Q4 2016 in Review

MSI Financial Services held its Encompass Health (EHC) position steady in Q4 2016 at 1,385 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

MSI Financial Services first reported a position in EHC in Q2 2013 and has held it in 14 quarters since. The position peaked at $52K in Q2 2016. 321 funds tracked by Wall St. Rank hold EHC as of Q4 2016.

  • MSI Financial Services held 1,385 shares of Encompass Health worth $45K as of Q4 2016.
  • MSI Financial Services left its Encompass Health share count unchanged in Q4 2016.
  • Encompass Health made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1926 holding.
  • MSI Financial Services first reported a position in Encompass Health in Q2 2013 and has held it in 14 quarters since.
  • MSI Financial Services's Encompass Health position peaked at $52K in Q2 2016.
  • 321 funds tracked by Wall St. Rank held Encompass Health as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.