Baystate Wealth Management’s EchoStar ECHO Stock Holding History

Baystate Wealth Management’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
2021 Q4	–	Sell	-20	Closed	-$1K	–	955
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	799
2021 Q2	$0	Hold	20	–	–	﹤0.01%	849
2021 Q1	$0	Hold	20	–	–	﹤0.01%	814
2020 Q4	$0	Hold	20	–	–	﹤0.01%	749
2020 Q3	$0	Hold	20	–	–	﹤0.01%	728
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	621
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	568
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	593
2019 Q3	$1K	Sell	20 -5	-20%	-$181	﹤0.01%	548
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	600
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	615
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	622
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	635
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	647
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	614
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	605
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	586
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	618
2017 Q1	$1K	Buy	+25	New	+$1.09K	﹤0.01%	583

Other funds holding ECHO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

QCI

Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baystate Wealth Management's ECHO Position: Q4 2021 in Review

Baystate Wealth Management sold out of EchoStar (ECHO) in Q4 2021, closing a stake of 20 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in ECHO in Q1 2017 and held it in 19 quarters. The position peaked at $1K in Q3 2021. 201 funds tracked by Wall St. Rank hold ECHO as of Q4 2021.

Baystate Wealth Management reported no remaining EchoStar position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 20 EchoStar shares in Q4 2021, an estimated $1K.
Baystate Wealth Management first reported a position in EchoStar in Q1 2017 and held it in 19 quarters.
Baystate Wealth Management's EchoStar position peaked at $1K in Q3 2021.
201 funds tracked by Wall St. Rank held EchoStar as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.