TPWA
ECHO

TRUE Private Wealth Advisors’s EchoStar ECHO Stock Holding History

TRUE Private Wealth 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
2018
Q4 		– Sell
-44
Closed -$1.67K – 780
2018
Q3 		$1.67K Buy
+44
New +$1.68K ﹤0.01% 1033

Other funds holding ECHO

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

TRUE Private Wealth Advisors's ECHO Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of EchoStar (ECHO) in Q4 2018, closing a stake of 44 shares — an estimated $1.67K sold.

TRUE Private Wealth Advisors first reported a position in ECHO in Q3 2018 and held it in 1 quarter. The position peaked at $1.67K in Q3 2018. 197 funds tracked by Wall St. Rank hold ECHO as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining EchoStar position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 44 EchoStar shares in Q4 2018, an estimated $1.67K.
  • TRUE Private Wealth Advisors first reported a position in EchoStar in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's EchoStar position peaked at $1.67K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held EchoStar as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.