TSWM
ECHO

Triangle Securities Wealth Management’s EchoStar ECHO Stock Holding History

Triangle Securities Wealth 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
2013
Q3 		– Sell
-521
Closed -$17K – 328
2013
Q2 		$17K Buy
+521
New +$16.5K 0.01% 403

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
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

Triangle Securities Wealth Management's ECHO Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of EchoStar (ECHO) in Q3 2013, closing a stake of 521 shares — an estimated $17K sold.

Triangle Securities Wealth Management first reported a position in ECHO in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 170 funds tracked by Wall St. Rank hold ECHO as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining EchoStar position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 521 EchoStar shares in Q3 2013, an estimated $17K.
  • Triangle Securities Wealth Management first reported a position in EchoStar in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's EchoStar position peaked at $17K in Q2 2013.
  • 170 funds tracked by Wall St. Rank held EchoStar as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.