SRCM
ECHO

Swift Run Capital Management’s EchoStar ECHO Stock Holding History

Swift Run Capital 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
2016
Q3 		– Sell
-8,990
Closed -$289K – 59
2016
Q2 		$289K Sell
8,990
-462
-5% -$15.1K 0.18% 47
2016
Q1 		$339K Hold
9,452
– – 0.21% 44
2015
Q4 		$300K Sell
9,452
-15,296
-62% -$513K 0.18% 46
2015
Q3 		$863K Sell
24,748
-2,746
-10% -$101K 0.45% 29
2015
Q2 		$1.08M Sell
27,494
-2,221
-7% -$90.9K 0.46% 30
2015
Q1 		$1.25M Buy
29,715
+2,160
+8% +$92K 0.54% 29
2014
Q4 		$1.17M Sell
27,555
-1,327
-5% -$52.7K 0.56% 30
2014
Q3 		$1.14M Hold
28,882
– – 0.59% 24
2014
Q2 		$1.24M Sell
28,882
-4,109
-12% -$164K 0.54% 24
2014
Q1 		$1.27M Buy
32,991
+9,675
+41% +$382K 0.68% 23
2013
Q4 		$939K Buy
+23,316
New +$911K 0.75% 28

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Swift Run Capital Management's ECHO Position: Q3 2016 in Review

Swift Run Capital Management sold out of EchoStar (ECHO) in Q3 2016, closing a stake of 8,990 shares — an estimated $289K sold.

Swift Run Capital Management first reported a position in ECHO in Q4 2013 and held it in 11 quarters. The position peaked at $1.27M in Q1 2014. 185 funds tracked by Wall St. Rank hold ECHO as of Q3 2016.

  • Swift Run Capital Management reported no remaining EchoStar position as of Q3 2016 after selling out during the quarter.
  • Swift Run Capital Management sold 8,990 EchoStar shares in Q3 2016, an estimated $289K.
  • Swift Run Capital Management first reported a position in EchoStar in Q4 2013 and held it in 11 quarters.
  • Swift Run Capital Management's EchoStar position peaked at $1.27M in Q1 2014.
  • 185 funds tracked by Wall St. Rank held EchoStar as of Q3 2016.

Based on Swift Run Capital Management's 13F filing for Q3 2016, filed 4 Nov 2016.