NSIM
ECHO

North Star Investment Management’s EchoStar ECHO Stock Holding History

North Star Investment Management’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
-524
Closed -$19K – 1119
2018
Q2 		$19K Hold
524
– – ﹤0.01% 746
2018
Q1 		$22K Hold
524
– – ﹤0.01% 721
2017
Q4 		$25K Hold
524
– – ﹤0.01% 687
2017
Q3 		$24K Hold
524
– – ﹤0.01% 688
2017
Q2 		$26K Hold
524
– – ﹤0.01% 663
2017
Q1 		$24K Buy
+524
New +$22.9K ﹤0.01% 659

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 $6.73T AUM 46.02% 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

North Star Investment Management's ECHO Position: Q3 2018 in Review

North Star Investment Management sold out of EchoStar (ECHO) in Q3 2018, closing a stake of 524 shares — an estimated $19K sold.

North Star Investment Management first reported a position in ECHO in Q1 2017 and held it in 6 quarters. The position peaked at $26K in Q2 2017. 210 funds tracked by Wall St. Rank hold ECHO as of Q3 2018.

  • North Star Investment Management reported no remaining EchoStar position as of Q3 2018 after selling out during the quarter.
  • North Star Investment Management sold 524 EchoStar shares in Q3 2018, an estimated $19K.
  • North Star Investment Management first reported a position in EchoStar in Q1 2017 and held it in 6 quarters.
  • North Star Investment Management's EchoStar position peaked at $26K in Q2 2017.
  • 210 funds tracked by Wall St. Rank held EchoStar as of Q3 2018.

Based on North Star Investment Management's 13F filing for Q3 2018, filed 11 Oct 2018.