Howe & Rusling’s EchoStar ECHO Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-160	Closed	-$6K	–	872
2019 Q3	$6K	Sell	160 -37	-19%	-$1.34K	﹤0.01%	529
2019 Q2	$7K	Hold	197	–	–	﹤0.01%	492
2019 Q1	$6K	Hold	197	–	–	﹤0.01%	516
2018 Q4	$6K	Hold	197	–	–	﹤0.01%	518
2018 Q3	$7K	Hold	197	–	–	﹤0.01%	565
2018 Q2	$7K	Hold	197	–	–	﹤0.01%	510
2018 Q1	$8K	Hold	197	–	–	﹤0.01%	531
2017 Q4	$10K	Hold	197	–	–	﹤0.01%	471
2017 Q3	$9K	Hold	197	–	–	﹤0.01%	505
2017 Q2	$10K	Hold	197	–	–	﹤0.01%	490
2017 Q1	$9K	Hold	197	–	–	﹤0.01%	535
2016 Q4	$8K	Hold	197	–	–	﹤0.01%	566
2016 Q3	$7K	Hold	197	–	–	﹤0.01%	596
2016 Q2	$6K	Hold	197	–	–	﹤0.01%	599
2016 Q1	$7K	Hold	197	–	–	﹤0.01%	604
2015 Q4	$6K	Hold	197	–	–	﹤0.01%	601
2015 Q3	$7K	Hold	197	–	–	﹤0.01%	572
2015 Q2	$8K	Hold	197	–	–	﹤0.01%	556
2015 Q1	$8K	Hold	197	–	–	﹤0.01%	532
2014 Q4	$8K	Hold	197	–	–	﹤0.01%	544
2014 Q3	$8K	Buy	+197	New	+$8.08K	﹤0.01%	528

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

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

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

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

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

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

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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Howe & Rusling's ECHO Position: Q4 2019 in Review

Howe & Rusling sold out of EchoStar (ECHO) in Q4 2019, closing a stake of 160 shares — an estimated $6K sold.

Howe & Rusling first reported a position in ECHO in Q3 2014 and held it in 21 quarters. The position peaked at $10K in Q4 2017. 190 funds tracked by Wall St. Rank hold ECHO as of Q4 2019.

Howe & Rusling reported no remaining EchoStar position as of Q4 2019 after selling out during the quarter.
Howe & Rusling sold 160 EchoStar shares in Q4 2019, an estimated $6K.
Howe & Rusling first reported a position in EchoStar in Q3 2014 and held it in 21 quarters.
Howe & Rusling's EchoStar position peaked at $10K in Q4 2017.
190 funds tracked by Wall St. Rank held EchoStar as of Q4 2019.

Based on Howe & Rusling's 13F filing for Q4 2019, filed 5 Feb 2020.