SAM
ECHO

Solaris Asset Management’s EchoStar ECHO Stock Holding History

Solaris Asset 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
Q1 		– Sell
-864
Closed -$42K – 151
2017
Q4 		$42K Hold
864
– – 0.02% 174
2017
Q3 		$40K Hold
864
– – 0.02% 190
2017
Q2 		$42K Buy
864
+829
+2,369% +$39.5K 0.03% 187
2017
Q1 		$2K Hold
35
– – ﹤0.01% 263
2016
Q4 		$1K Hold
35
– – ﹤0.01% 263
2016
Q3 		$1K Buy
+35
New +$1.11K ﹤0.01% 475

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 $5.72T AUM 30.48% 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
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Solaris Asset Management's ECHO Position: Q1 2018 in Review

Solaris Asset Management sold out of EchoStar (ECHO) in Q1 2018, closing a stake of 864 shares — an estimated $42K sold.

Solaris Asset Management first reported a position in ECHO in Q3 2016 and held it in 6 quarters. The position peaked at $42K in Q4 2017. 209 funds tracked by Wall St. Rank hold ECHO as of Q1 2018.

  • Solaris Asset Management reported no remaining EchoStar position as of Q1 2018 after selling out during the quarter.
  • Solaris Asset Management sold 864 EchoStar shares in Q1 2018, an estimated $42K.
  • Solaris Asset Management first reported a position in EchoStar in Q3 2016 and held it in 6 quarters.
  • Solaris Asset Management's EchoStar position peaked at $42K in Q4 2017.
  • 209 funds tracked by Wall St. Rank held EchoStar as of Q1 2018.

Based on Solaris Asset Management's 13F filing for Q1 2018, filed 16 Apr 2018.