PAS
ECHO

Partnervest Advisory Services’s EchoStar ECHO Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-1,357
Closed -$58K – 659
2014
Q2 		$58K Buy
1,357
+493
+57% +$19.7K 0.03% 348
2014
Q1 		$33K Buy
+864
New +$34.1K 0.01% 406

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Partnervest Advisory Services's ECHO Position: Q3 2014 in Review

Partnervest Advisory Services sold out of EchoStar (ECHO) in Q3 2014, closing a stake of 1,357 shares — an estimated $58K sold.

Partnervest Advisory Services first reported a position in ECHO in Q1 2014 and held it in 2 quarters. The position peaked at $58K in Q2 2014. 183 funds tracked by Wall St. Rank hold ECHO as of Q3 2014.

  • Partnervest Advisory Services reported no remaining EchoStar position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 1,357 EchoStar shares in Q3 2014, an estimated $58K.
  • Partnervest Advisory Services first reported a position in EchoStar in Q1 2014 and held it in 2 quarters.
  • Partnervest Advisory Services's EchoStar position peaked at $58K in Q2 2014.
  • 183 funds tracked by Wall St. Rank held EchoStar as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.