WI
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WBI Investments’s Encompass Health EHC Stock Holding History

WBI Investments’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
Q3 		– Sell
-9,322
Closed -$470K – 228
2019
Q2 		$470K Buy
+9,322
New +$452K 0.04% 193
2018
Q1 		– Sell
-225,006
Closed -$8.85M – 219
2017
Q4 		$8.85M Buy
225,006
+108,119
+92% +$4.11M 0.41% 56
2017
Q3 		$4.31M Sell
116,887
-50,401
-30% -$1.8M 0.19% 87
2017
Q2 		$6.44M Buy
167,288
+9,512
+6% +$348K 0.28% 71
2017
Q1 		$5.37M Buy
157,776
+98,106
+164% +$3.22M 0.24% 83
2016
Q4 		$1.96M Sell
59,670
-320,375
-84% -$10.4M 0.08% 155
2016
Q3 		$12.3M Buy
+380,045
New +$12.3M 0.47% 49

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WBI Investments's EHC Position: Q3 2019 in Review

WBI Investments sold out of Encompass Health (EHC) in Q3 2019, closing a stake of 9,322 shares — an estimated $470K sold.

WBI Investments first reported a position in EHC in Q3 2016 and held it in 7 quarters. The position peaked at $12.3M in Q3 2016. 360 funds tracked by Wall St. Rank hold EHC as of Q3 2019.

  • WBI Investments reported no remaining Encompass Health position as of Q3 2019 after selling out during the quarter.
  • WBI Investments sold 9,322 Encompass Health shares in Q3 2019, an estimated $470K.
  • WBI Investments first reported a position in Encompass Health in Q3 2016 and held it in 7 quarters.
  • WBI Investments's Encompass Health position peaked at $12.3M in Q3 2016.
  • 360 funds tracked by Wall St. Rank held Encompass Health as of Q3 2019.

Based on WBI Investments's 13F filing for Q3 2019, filed 29 Oct 2019.