WAM
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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 – 914
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 – – 2476
2017
Q3 		$0 Hold
5
– – ﹤0.01% 2305
2017
Q2 		$0 Hold
5
– – ﹤0.01% 2212
2017
Q1 		$0 Hold
5
– – ﹤0.01% 1944
2016
Q4 		$0 Buy
+5
New +$162 ﹤0.01% 1769
2016
Q1 		– Sell
-191
Closed -$5K – 1769
2015
Q4 		$5K Buy
+191
New +$5.43K ﹤0.01% 1345

Other funds holding EHC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return