ACI
ECHO

Advance Capital I’s EchoStar ECHO Stock Holding History

Advance Capital I’s Portfolio ECHO Stock Details ECHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-7,157
Closed -$230K – 130
2016
Q2 		$230K Buy
+7,157
New +$234K 0.24% 130
2016
Q1 		– Sell
-8,885
Closed -$282K – 159
2015
Q4 		$282K Sell
8,885
-1,851
-17% -$62.1K 0.27% 128
2015
Q3 		$374K Sell
10,736
-4,566
-30% -$168K 0.31% 138
2015
Q2 		$604K Buy
+15,302
New +$626K 0.4% 148

Other funds holding ECHO

PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advance Capital I's ECHO Position: Q3 2016 in Review

Advance Capital I sold out of EchoStar (ECHO) in Q3 2016, closing a stake of 7,157 shares — an estimated $230K sold.

Advance Capital I first reported a position in ECHO in Q2 2015 and held it in 4 quarters. The position peaked at $604K in Q2 2015. 185 funds tracked by Wall St. Rank hold ECHO as of Q3 2016.

  • Advance Capital I reported no remaining EchoStar position as of Q3 2016 after selling out during the quarter.
  • Advance Capital I sold 7,157 EchoStar shares in Q3 2016, an estimated $230K.
  • Advance Capital I first reported a position in EchoStar in Q2 2015 and held it in 4 quarters.
  • Advance Capital I's EchoStar position peaked at $604K in Q2 2015.
  • 185 funds tracked by Wall St. Rank held EchoStar as of Q3 2016.

Based on Advance Capital I's 13F filing for Q3 2016, filed 1 Nov 2016.