Carroll Financial Associates’s EchoStar ECHO Stock Holding History

Carroll Financial Associates’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
2019 Q3	–	Sell	-22	Closed	–	–	1677
2019 Q2	$0	Hold	22	–	–	﹤0.01%	1690
2019 Q1	$0	Hold	22	–	–	﹤0.01%	1477
2018 Q4	$0	Hold	22	–	–	﹤0.01%	1376
2018 Q3	$0	Hold	22	–	–	﹤0.01%	1349
2018 Q2	$0	Hold	22	–	–	﹤0.01%	1314
2018 Q1	$0	Hold	22	–	–	﹤0.01%	1326
2017 Q4	$1K	Hold	22	–	–	﹤0.01%	1197
2017 Q3	$1K	Hold	22	–	–	﹤0.01%	1166
2017 Q2	$1K	Sell	22 -5	-19%	-$238	﹤0.01%	1154
2017 Q1	$1K	Hold	27	–	–	﹤0.01%	1141
2016 Q4	$1K	Hold	27	–	–	﹤0.01%	1105
2016 Q3	$0	Sell	27 -27	-50%	-$855	﹤0.01%	1201
2016 Q2	$1K	Hold	54	–	–	﹤0.01%	1105
2016 Q1	$1K	Hold	54	–	–	﹤0.01%	1090
2015 Q4	$1K	Sell	54 -14	-21%	-$470	﹤0.01%	1058
2015 Q3	$2K	Sell	68 -6	-8%	-$221	﹤0.01%	979
2015 Q2	$3K	Buy	+74	New	+$3.03K	﹤0.01%	944

Other funds holding ECHO

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

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

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

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Carroll Financial Associates's ECHO Position: Q3 2019 in Review

Carroll Financial Associates sold out of EchoStar (ECHO) in Q3 2019, closing a stake of 22 shares.

Carroll Financial Associates first reported a position in ECHO in Q2 2015 and held it in 17 quarters. The position peaked at $3K in Q2 2015. 195 funds tracked by Wall St. Rank hold ECHO as of Q3 2019.

Carroll Financial Associates reported no remaining EchoStar position as of Q3 2019 after selling out during the quarter.
Carroll Financial Associates sold 22 EchoStar shares in Q3 2019.
Carroll Financial Associates first reported a position in EchoStar in Q2 2015 and held it in 17 quarters.
Carroll Financial Associates's EchoStar position peaked at $3K in Q2 2015.
195 funds tracked by Wall St. Rank held EchoStar as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.