SKK
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Shepherd Kaplan Krochuk’s Encompass Health EHC Stock Holding History

Shepherd Kaplan Krochuk’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
Q4 		– Sell
-12,320
Closed -$338K – 562
2013
Q3 		$338K Buy
12,320
+1,735
+16% +$44.5K 0.05% 255
2013
Q2 		$243K Buy
+10,585
New +$239K 0.05% 370

Other funds holding EHC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $2.12B AUM 32.36% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Shepherd Kaplan Krochuk's EHC Position: Q4 2013 in Review

Shepherd Kaplan Krochuk sold out of Encompass Health (EHC) in Q4 2013, closing a stake of 12,320 shares — an estimated $338K sold.

Shepherd Kaplan Krochuk first reported a position in EHC in Q2 2013 and held it in 2 quarters. The position peaked at $338K in Q3 2013. 232 funds tracked by Wall St. Rank hold EHC as of Q4 2013.

  • Shepherd Kaplan Krochuk reported no remaining Encompass Health position as of Q4 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 12,320 Encompass Health shares in Q4 2013, an estimated $338K.
  • Shepherd Kaplan Krochuk first reported a position in Encompass Health in Q2 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Encompass Health position peaked at $338K in Q3 2013.
  • 232 funds tracked by Wall St. Rank held Encompass Health as of Q4 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2013, filed 14 Feb 2014.