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WealthTrust-Arizona’s Encompass Health EHC Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$11K Sell
234
-16
-6% -$910 0.01% 363
2018
Q3 		$16K Hold
250
– – 0.01% 329
2018
Q2 		$13K Hold
250
– – 0.01% 348
2018
Q1 		$11K Buy
+250
New +$10.7K 0.01% 380

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthTrust-Arizona's EHC Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Encompass Health (EHC) stake by 6.4% in Q4 2018, selling an estimated $910 and leaving 234 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #363.

WealthTrust-Arizona first reported a position in EHC in Q1 2018 and has held it in 4 quarters since. The position peaked at $16K in Q3 2018. 447 funds tracked by Wall St. Rank hold EHC as of Q4 2018.

  • WealthTrust-Arizona held 234 shares of Encompass Health worth $11K as of Q4 2018.
  • WealthTrust-Arizona sold 16 Encompass Health shares in Q4 2018, an estimated $910.
  • Encompass Health made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #363 holding.
  • WealthTrust-Arizona first reported a position in Encompass Health in Q1 2018 and has held it in 4 quarters since.
  • WealthTrust-Arizona's Encompass Health position peaked at $16K in Q3 2018.
  • 447 funds tracked by Wall St. Rank held Encompass Health as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.