JIR
ECHO

James Investment Research’s EchoStar ECHO Stock Holding History

James Investment Research’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
2017
Q3 		– Sell
-3,147
Closed -$155K – 802
2017
Q2 		$155K Hold
3,147
– – ﹤0.01% 513
2017
Q1 		$145K Buy
+3,147
New +$137K ﹤0.01% 444

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 $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

James Investment Research's ECHO Position: Q3 2017 in Review

James Investment Research sold out of EchoStar (ECHO) in Q3 2017, closing a stake of 3,147 shares — an estimated $155K sold.

James Investment Research first reported a position in ECHO in Q1 2017 and held it in 2 quarters. The position peaked at $155K in Q2 2017. 182 funds tracked by Wall St. Rank hold ECHO as of Q3 2017.

  • James Investment Research reported no remaining EchoStar position as of Q3 2017 after selling out during the quarter.
  • James Investment Research sold 3,147 EchoStar shares in Q3 2017, an estimated $155K.
  • James Investment Research first reported a position in EchoStar in Q1 2017 and held it in 2 quarters.
  • James Investment Research's EchoStar position peaked at $155K in Q2 2017.
  • 182 funds tracked by Wall St. Rank held EchoStar as of Q3 2017.

Based on James Investment Research's 13F filing for Q3 2017, filed 13 Oct 2017.