WA
EHC icon

WFG Advisors’s Encompass Health EHC Stock Holding History

WFG Advisors’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
2017
Q2 		$107K Hold
2,782
– – 0.02% 514
2017
Q1 		$95K Hold
2,782
– – 0.03% 494
2016
Q4 		$91K Hold
2,782
– – 0.02% 546
2016
Q3 		$90K Hold
2,782
– – 0.02% 548
2016
Q2 		$86K Hold
2,782
– – 0.02% 536
2016
Q1 		$83K Buy
2,782
+152
+6% +$4.2K 0.02% 524
2015
Q4 		$73K Hold
2,630
– – 0.02% 551
2015
Q3 		$80K Sell
2,630
-142
-5% -$4.94K 0.03% 509
2015
Q2 		$102K Buy
2,772
+25
+0.9% +$891 0.03% 522
2015
Q1 		$97K Hold
2,747
– – 0.03% 543
2014
Q4 		$84K Hold
2,747
– – 0.02% 691
2014
Q3 		$81K Sell
2,747
-28
-1% -$853 0.02% 733
2014
Q2 		$79K Sell
2,775
-148
-5% -$4.13K 0.01% 738
2014
Q1 		$84K Hold
2,923
– – 0.02% 705
2013
Q4 		$77K Hold
2,923
– – 0.01% 842
2013
Q3 		$80K Hold
2,923
– – 0.01% 770
2013
Q2 		$67K Buy
+2,923
New +$66.1K 0.01% 780

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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return