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One Wealth Advisors’s Encompass Health EHC Stock Holding History

One Wealth 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
2019
Q2 		– Sell
-265
Closed -$12K – 220
2019
Q1 		$12K Buy
+265
New +$13.4K 0.01% 305
2018
Q4 		– Sell
-1,258
Closed -$78K – 212
2018
Q3 		$78K Sell
1,258
-24
-2% -$1.46K 0.06% 217
2018
Q2 		$69K Hold
1,282
– – 0.06% 233
2018
Q1 		$59K Buy
+1,282
New +$55K 0.05% 238

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

One Wealth Advisors's EHC Position: Q2 2019 in Review

One Wealth Advisors sold out of Encompass Health (EHC) in Q2 2019, closing a stake of 265 shares — an estimated $12K sold.

One Wealth Advisors first reported a position in EHC in Q1 2018 and held it in 4 quarters. The position peaked at $78K in Q3 2018. 395 funds tracked by Wall St. Rank hold EHC as of Q2 2019.

  • One Wealth Advisors reported no remaining Encompass Health position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 265 Encompass Health shares in Q2 2019, an estimated $12K.
  • One Wealth Advisors first reported a position in Encompass Health in Q1 2018 and held it in 4 quarters.
  • One Wealth Advisors's Encompass Health position peaked at $78K in Q3 2018.
  • 395 funds tracked by Wall St. Rank held Encompass Health as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.