RIA
ECHO

Regal Investment Advisors’s EchoStar ECHO Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-987
Closed -$34K – 756
2015
Q3 		$34K Hold
987
– – 0.01% 474
2015
Q2 		$38K Sell
987
-291
-23% -$11.9K 0.01% 463
2015
Q1 		$54K Hold
1,278
– – 0.01% 419
2014
Q4 		$54K Hold
1,278
– – 0.01% 387
2014
Q3 		$51K Buy
1,278
+987
+339% +$40.5K 0.02% 409
2014
Q2 		$12K Hold
291
– – ﹤0.01% 639
2014
Q1 		$11K Hold
291
– – ﹤0.01% 627
2013
Q4 		$12K Sell
291
-395
-58% -$15.4K 0.01% 555
2013
Q3 		$24K Hold
686
– – 0.01% 437
2013
Q2 		$22K Buy
+686
New +$21.7K 0.01% 444

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
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Regal Investment Advisors's ECHO Position: Q4 2015 in Review

Regal Investment Advisors sold out of EchoStar (ECHO) in Q4 2015, closing a stake of 987 shares — an estimated $34K sold.

Regal Investment Advisors first reported a position in ECHO in Q2 2013 and held it in 10 quarters. The position peaked at $54K in Q1 2015. 169 funds tracked by Wall St. Rank hold ECHO as of Q4 2015.

  • Regal Investment Advisors reported no remaining EchoStar position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 987 EchoStar shares in Q4 2015, an estimated $34K.
  • Regal Investment Advisors first reported a position in EchoStar in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's EchoStar position peaked at $54K in Q1 2015.
  • 169 funds tracked by Wall St. Rank held EchoStar as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.