IRF
ECHO

IBM Retirement Fund’s EchoStar ECHO Stock Holding History

IBM Retirement Fund’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
2016
Q4 		– Sell
-5,663
Closed -$201K – 930
2016
Q3 		$201K Buy
+5,663
New +$179K 0.01% 932
2016
Q2 		– Sell
-5,875
Closed -$211K – 998
2016
Q1 		$211K Sell
5,875
-6,701
-53% -$213K 0.01% 926
2015
Q4 		$399K Buy
+12,576
New +$422K 0.01% 1029
2015
Q3 		– Sell
-12,634
Closed -$498K – 986
2015
Q2 		$498K Buy
12,634
+251
+2% +$10.3K 0.01% 984
2015
Q1 		$519K Sell
12,383
-34
-0.3% -$1.45K 0.01% 949
2014
Q4 		$528K Buy
12,417
+1,221
+11% +$48.5K 0.01% 947
2014
Q3 		$442K Sell
11,196
-1,498
-12% -$61.4K 0.01% 963
2014
Q2 		$548K Buy
12,694
+263
+2% +$10.5K 0.01% 965
2014
Q1 		$485K Sell
12,431
-6,840
-35% -$270K 0.01% 954
2013
Q4 		$776K Sell
19,271
-151
-0.8% -$5.9K 0.01% 945
2013
Q3 		$693K Sell
19,422
-3,724
-16% -$126K 0.01% 963
2013
Q2 		$734K Buy
+23,146
New +$733K 0.01% 975

Other funds holding ECHO

PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

IBM Retirement Fund's ECHO Position: Q4 2016 in Review

IBM Retirement Fund sold out of EchoStar (ECHO) in Q4 2016, closing a stake of 5,663 shares — an estimated $201K sold.

IBM Retirement Fund first reported a position in ECHO in Q2 2013 and held it in 12 quarters. The position peaked at $776K in Q4 2013. 183 funds tracked by Wall St. Rank hold ECHO as of Q4 2016.

  • IBM Retirement Fund reported no remaining EchoStar position as of Q4 2016 after selling out during the quarter.
  • IBM Retirement Fund sold 5,663 EchoStar shares in Q4 2016, an estimated $201K.
  • IBM Retirement Fund first reported a position in EchoStar in Q2 2013 and held it in 12 quarters.
  • IBM Retirement Fund's EchoStar position peaked at $776K in Q4 2013.
  • 183 funds tracked by Wall St. Rank held EchoStar as of Q4 2016.

Based on IBM Retirement Fund's 13F filing for Q4 2016, filed 10 Feb 2017.