TrueWealth LLC’s EchoStar ECHO Stock Holding History

TrueWealth LLC’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	-54	Closed	-$2K	–	800
2018 Q3	$2K	Hold	54	–	–	﹤0.01%	738
2018 Q2	$2K	Hold	54	–	–	﹤0.01%	747
2018 Q1	$2K	Hold	54	–	–	﹤0.01%	717
2017 Q4	$3K	Buy	+54	New	+$2.51K	﹤0.01%	769

Other funds holding ECHO

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

TrueWealth LLC's ECHO Position: Q4 2018 in Review

TrueWealth LLC sold out of EchoStar (ECHO) in Q4 2018, closing a stake of 54 shares — an estimated $2K sold.

TrueWealth LLC first reported a position in ECHO in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q4 2017. 197 funds tracked by Wall St. Rank hold ECHO as of Q4 2018.

TrueWealth LLC reported no remaining EchoStar position as of Q4 2018 after selling out during the quarter.
TrueWealth LLC sold 54 EchoStar shares in Q4 2018, an estimated $2K.
TrueWealth LLC first reported a position in EchoStar in Q4 2017 and held it in 4 quarters.
TrueWealth LLC's EchoStar position peaked at $3K in Q4 2017.
197 funds tracked by Wall St. Rank held EchoStar as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.