Wealthspire Advisors (Maryland)’s Encompass Health EHC Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-108	Closed	-$5K	–	899
2019 Q1	$5K	Hold	108	–	–	﹤0.01%	1813
2018 Q4	$5K	Buy	108 +90	+500%	+$5.12K	﹤0.01%	1715
2018 Q3	$1K	Hold	18	–	–	﹤0.01%	2271
2018 Q2	$1K	Sell	18 -314	-95%	-$15.7K	﹤0.01%	2297
2018 Q1	$15K	Buy	+332	New	+$14.2K	﹤0.01%	1392
2017 Q4	–	Sell	-5	Closed	–	–	2458
2017 Q3	$0	Hold	5	–	–	﹤0.01%	2300
2017 Q2	$0	Hold	5	–	–	﹤0.01%	2209
2017 Q1	$0	Hold	5	–	–	﹤0.01%	1941
2016 Q4	$0	Buy	+5	New	+$162	﹤0.01%	1768
2016 Q1	–	Sell	-191	Closed	-$5K	–	1765
2015 Q4	$5K	Buy	+191	New	+$5.43K	﹤0.01%	1345

Other funds holding EHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EHC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Encompass Health (EHC) in Q2 2019, closing a stake of 108 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in EHC in Q4 2015 and held it in 10 quarters. The position peaked at $15K in Q1 2018. 395 funds tracked by Wall St. Rank hold EHC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Encompass Health position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 108 Encompass Health shares in Q2 2019, an estimated $5K.
Wealthspire Advisors (Maryland) first reported a position in Encompass Health in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Encompass Health position peaked at $15K in Q1 2018.
395 funds tracked by Wall St. Rank held Encompass Health as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.