LWA
ECHO

Lenox Wealth Advisors’s EchoStar ECHO Stock Holding History

Lenox Wealth Advisors’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
2018
Q3 		– Sell
-138
Closed -$5K – 502
2018
Q2 		$5K Sell
138
-43
-24% -$1.75K ﹤0.01% 457
2018
Q1 		$8K Buy
181
+138
+321% +$6.57K ﹤0.01% 384
2017
Q4 		$2K Buy
+43
New +$2K ﹤0.01% 347

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lenox Wealth Advisors's ECHO Position: Q3 2018 in Review

Lenox Wealth Advisors sold out of EchoStar (ECHO) in Q3 2018, closing a stake of 138 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in ECHO in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q1 2018. 210 funds tracked by Wall St. Rank hold ECHO as of Q3 2018.

  • Lenox Wealth Advisors reported no remaining EchoStar position as of Q3 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 138 EchoStar shares in Q3 2018, an estimated $5K.
  • Lenox Wealth Advisors first reported a position in EchoStar in Q4 2017 and held it in 3 quarters.
  • Lenox Wealth Advisors's EchoStar position peaked at $8K in Q1 2018.
  • 210 funds tracked by Wall St. Rank held EchoStar as of Q3 2018.

Based on Lenox Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.