First Citizens Bank & Trust’s EchoStar ECHO Stock Holding History

First Citizens Bank & Trust’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
2015 Q1	–	Sell	-20,393	Closed	-$868K	–	411
2014 Q4	$868K	Sell	20,393 -135	-0.7%	-$5.37K	0.07%	190
2014 Q3	$811K	Buy	20,528 +878	+4%	+$36K	0.07%	181
2014 Q2	$843K	Sell	19,650 -2,140	-10%	-$85.3K	0.07%	178
2014 Q1	$840K	Buy	21,790 +112	+0.5%	+$4.43K	0.08%	175
2013 Q4	$873K	Sell	21,678 -5,091	-19%	-$199K	0.08%	168
2013 Q3	$953K	Sell	26,769 -3,243	-11%	-$110K	0.04%	428
2013 Q2	$951K	Buy	+30,012	New	+$951K	0.04%	410

Other funds holding ECHO

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

TIM

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

First Citizens Bank & Trust's ECHO Position: Q1 2015 in Review

First Citizens Bank & Trust sold out of EchoStar (ECHO) in Q1 2015, closing a stake of 20,393 shares — an estimated $868K sold.

First Citizens Bank & Trust first reported a position in ECHO in Q2 2013 and held it in 7 quarters. The position peaked at $953K in Q3 2013. 182 funds tracked by Wall St. Rank hold ECHO as of Q1 2015.

First Citizens Bank & Trust reported no remaining EchoStar position as of Q1 2015 after selling out during the quarter.
First Citizens Bank & Trust sold 20,393 EchoStar shares in Q1 2015, an estimated $868K.
First Citizens Bank & Trust first reported a position in EchoStar in Q2 2013 and held it in 7 quarters.
First Citizens Bank & Trust's EchoStar position peaked at $953K in Q3 2013.
182 funds tracked by Wall St. Rank held EchoStar as of Q1 2015.

Based on First Citizens Bank & Trust's 13F filing for Q1 2015, filed 14 May 2015.