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Symphony Asset Management’s Encompass Health EHC Stock Holding History

Symphony Asset Management’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
Q4 		– Sell
-7,336
Closed -$270K – 356
2017
Q3 		$270K Sell
7,336
-493
-6% -$17.6K 0.03% 322
2017
Q2 		$301K Buy
7,829
+328
+4% +$12K 0.03% 316
2017
Q1 		$255K Buy
+7,501
New +$246K 0.02% 360

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Symphony Asset Management's EHC Position: Q4 2017 in Review

Symphony Asset Management sold out of Encompass Health (EHC) in Q4 2017, closing a stake of 7,336 shares — an estimated $270K sold.

Symphony Asset Management first reported a position in EHC in Q1 2017 and held it in 3 quarters. The position peaked at $301K in Q2 2017. 300 funds tracked by Wall St. Rank hold EHC as of Q4 2017.

  • Symphony Asset Management reported no remaining Encompass Health position as of Q4 2017 after selling out during the quarter.
  • Symphony Asset Management sold 7,336 Encompass Health shares in Q4 2017, an estimated $270K.
  • Symphony Asset Management first reported a position in Encompass Health in Q1 2017 and held it in 3 quarters.
  • Symphony Asset Management's Encompass Health position peaked at $301K in Q2 2017.
  • 300 funds tracked by Wall St. Rank held Encompass Health as of Q4 2017.

Based on Symphony Asset Management's 13F filing for Q4 2017, filed 14 Feb 2018.