LWCFA
ECHO

Loring Wolcott & Coolidge Fiduciary Advisors’s EchoStar ECHO Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2020
Q1 		– Sell
-22
Closed – – 700
2019
Q4 		$0 Hold
22
– – ﹤0.01% 708
2019
Q3 		$0 Sell
22
-5
-19% -$181 ﹤0.01% 727
2019
Q2 		$0 Hold
27
– – ﹤0.01% 759
2019
Q1 		$0 Hold
27
– – ﹤0.01% 750
2018
Q4 		$1K Hold
27
– – ﹤0.01% 676
2018
Q3 		$1K Hold
27
– – ﹤0.01% 639
2018
Q2 		$0 Hold
27
– – ﹤0.01% 722
2018
Q1 		$1K Hold
27
– – ﹤0.01% 702
2017
Q4 		$1K Hold
27
– – ﹤0.01% 708
2017
Q3 		$1K Buy
+27
New +$1.29K ﹤0.01% 737

Other funds holding ECHO

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ECHO Position: Q1 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of EchoStar (ECHO) in Q1 2020, closing a stake of 22 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ECHO in Q3 2017 and held it in 10 quarters. The position peaked at $1K in Q4 2018. 178 funds tracked by Wall St. Rank hold ECHO as of Q1 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining EchoStar position as of Q1 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 22 EchoStar shares in Q1 2020.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EchoStar in Q3 2017 and held it in 10 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's EchoStar position peaked at $1K in Q4 2018.
  • 178 funds tracked by Wall St. Rank held EchoStar as of Q1 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.