Next Financial Group’s EchoStar ECHO Stock Holding History

Next Financial Group’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	-90	Closed	-$3.37K	–	2367
2019 Q4	$4K	Buy	90 +70	+350%	+$2.81K	﹤0.01%	2033
2019 Q3	$1K	Sell	20 -5	-20%	-$181	﹤0.01%	2258
2019 Q2	$1K	Buy	+25	New	+$833	﹤0.01%	2245
2019 Q1	–	Sell	-49	Closed	-$1K	–	2041
2018 Q4	$1K	Buy	+49	New	+$1.62K	﹤0.01%	1881
2014 Q3	–	Sell	-47	Closed	-$2K	–	2555
2014 Q2	$2K	Buy	+47	New	+$1.87K	﹤0.01%	1081

Other funds holding ECHO

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

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

Next Financial Group's ECHO Position: Q1 2020 in Review

Next Financial Group sold out of EchoStar (ECHO) in Q1 2020, closing a stake of 90 shares — an estimated $3.37K sold.

Next Financial Group first reported a position in ECHO in Q2 2014 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 178 funds tracked by Wall St. Rank hold ECHO as of Q1 2020.

Next Financial Group reported no remaining EchoStar position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 90 EchoStar shares in Q1 2020, an estimated $3.37K.
Next Financial Group first reported a position in EchoStar in Q2 2014 and held it in 5 quarters.
Next Financial Group's EchoStar position peaked at $4K in Q4 2019.
178 funds tracked by Wall St. Rank held EchoStar as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.