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CSat Investment Advisory’s Ecopetrol EC Stock Holding History

CSat Investment Advisory’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-59,424
Closed -$585K – 646
2020
Q3 		$585K Buy
59,424
+21,043
+55% +$239K 0.05% 168
2020
Q2 		$427K Buy
+38,381
New +$416K 0.05% 196
2020
Q1 		– Sell
-1,625
Closed -$32K – 1074
2019
Q4 		$32K Buy
+1,625
New +$30K 0.01% 679

Other funds holding EC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

CSat Investment Advisory's EC Position: Q4 2020 in Review

CSat Investment Advisory sold out of Ecopetrol (EC) in Q4 2020, closing a stake of 59,424 shares — an estimated $585K sold.

CSat Investment Advisory first reported a position in EC in Q4 2019 and held it in 3 quarters. The position peaked at $585K in Q3 2020. 115 funds tracked by Wall St. Rank hold EC as of Q4 2020.

  • CSat Investment Advisory reported no remaining Ecopetrol position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 59,424 Ecopetrol shares in Q4 2020, an estimated $585K.
  • CSat Investment Advisory first reported a position in Ecopetrol in Q4 2019 and held it in 3 quarters.
  • CSat Investment Advisory's Ecopetrol position peaked at $585K in Q3 2020.
  • 115 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.