BWM
ECHO

BerganKDV Wealth Management’s EchoStar ECHO Stock Holding History

BerganKDV 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
2020
Q3 		– Sell
-90
Closed -$3K – 991
2020
Q2 		$3K Hold
90
– – ﹤0.01% 713
2020
Q1 		$3K Buy
+90
New +$3.37K ﹤0.01% 688

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BerganKDV Wealth Management's ECHO Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of EchoStar (ECHO) in Q3 2020, closing a stake of 90 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in ECHO in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 177 funds tracked by Wall St. Rank hold ECHO as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining EchoStar position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 90 EchoStar shares in Q3 2020, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in EchoStar in Q1 2020 and held it in 2 quarters.
  • BerganKDV Wealth Management's EchoStar position peaked at $3K in Q2 2020.
  • 177 funds tracked by Wall St. Rank held EchoStar as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.