IWMPD
ECHO

Integrated Wealth Management (Palm Desert)’s EchoStar ECHO Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q2 		– Sell
-43
Closed -$1K – 1451
2015
Q1 		$1K Buy
+43
New +$1.83K ﹤0.01% 1212

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ECHO Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of EchoStar (ECHO) in Q2 2015, closing a stake of 43 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ECHO in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 179 funds tracked by Wall St. Rank hold ECHO as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining EchoStar position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 43 EchoStar shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in EchoStar in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s EchoStar position peaked at $1K in Q1 2015.
  • 179 funds tracked by Wall St. Rank held EchoStar as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.