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WealthPLAN Partners’s Encompass Health EHC Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-553
Closed -$17 – 987
2016
Q2 		$17 Buy
+553
New +$17.3K ﹤0.01% 2491
2015
Q4 		$32 Buy
+1,134
New +$32.3K ﹤0.01% 1692

Other funds holding EHC

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WealthPLAN Partners's EHC Position: Q3 2016 in Review

WealthPLAN Partners sold out of Encompass Health (EHC) in Q3 2016, closing a stake of 553 shares — an estimated $17 sold.

WealthPLAN Partners first reported a position in EHC in Q4 2015 and held it in 2 quarters. The position peaked at $32 in Q4 2015. 271 funds tracked by Wall St. Rank hold EHC as of Q3 2016.

  • WealthPLAN Partners reported no remaining Encompass Health position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 553 Encompass Health shares in Q3 2016, an estimated $17.
  • WealthPLAN Partners first reported a position in Encompass Health in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's Encompass Health position peaked at $32 in Q4 2015.
  • 271 funds tracked by Wall St. Rank held Encompass Health as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.