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Rockefeller Financial Services’s Encompass Health EHC Stock Holding History

Rockefeller 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
2017
Q1 		– Sell
-5,028
Closed -$165K – 477
2016
Q4 		$165K Buy
+5,028
New +$163K ﹤0.01% 344

Other funds holding EHC

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Vanguard Group
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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
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockefeller Financial Services's EHC Position: Q1 2017 in Review

Rockefeller Financial Services sold out of Encompass Health (EHC) in Q1 2017, closing a stake of 5,028 shares — an estimated $165K sold.

Rockefeller Financial Services first reported a position in EHC in Q4 2016 and held it in 1 quarter. The position peaked at $165K in Q4 2016. 316 funds tracked by Wall St. Rank hold EHC as of Q1 2017.

  • Rockefeller Financial Services reported no remaining Encompass Health position as of Q1 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 5,028 Encompass Health shares in Q1 2017, an estimated $165K.
  • Rockefeller Financial Services first reported a position in Encompass Health in Q4 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Encompass Health position peaked at $165K in Q4 2016.
  • 316 funds tracked by Wall St. Rank held Encompass Health as of Q1 2017.

Based on Rockefeller Financial Services's 13F filing for Q1 2017, filed 28 Apr 2017.