APP
ECHO

Avantax Planning Partners’s EchoStar ECHO Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-111
Closed -$4K – 1014
2018
Q3 		$4K Buy
+111
New +$4.23K ﹤0.01% 1190
2018
Q2 		– Sell
-206
Closed -$9K – 1233
2018
Q1 		$9K Buy
+206
New +$9.8K ﹤0.01% 1111

Other funds holding ECHO

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Avantax Planning Partners's ECHO Position: Q4 2018 in Review

Avantax Planning Partners sold out of EchoStar (ECHO) in Q4 2018, closing a stake of 111 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in ECHO in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 197 funds tracked by Wall St. Rank hold ECHO as of Q4 2018.

  • Avantax Planning Partners reported no remaining EchoStar position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 111 EchoStar shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in EchoStar in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's EchoStar position peaked at $9K in Q1 2018.
  • 197 funds tracked by Wall St. Rank held EchoStar as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.