U
ECHO

UBS’s EchoStar ECHO Stock Holding History

UBS’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
2014
Q3 		$2.43M Buy
61,532
+18,066
+42% +$741K ﹤0.01% 2726
2014
Q2 		$1.86M Sell
43,466
-3,204
-7% -$128K ﹤0.01% 2933
2014
Q1 		$1.8M Buy
46,670
+416
+0.9% +$16.4K ﹤0.01% 2883
2013
Q4 		$1.86M Buy
46,254
+36,752
+387% +$1.44M ﹤0.01% 2868
2013
Q3 		$339K Buy
9,502
+1,989
+26% +$67.3K ﹤0.01% 4570
2013
Q2 		$238K Buy
+7,513
New +$238K ﹤0.01% 4909

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

UBS's ECHO Position: Q3 2014 in Review

UBS increased its EchoStar (ECHO) stake by 42% in Q3 2014, buying an estimated $741K and bringing the position to 61,532 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2726.

UBS first reported a position in ECHO in Q2 2013 and has held it in 6 quarters since. 183 funds tracked by Wall St. Rank hold ECHO as of Q3 2014.

  • UBS held 61,532 shares of EchoStar worth $2.43M as of Q3 2014.
  • UBS bought 18,066 EchoStar shares in Q3 2014, an estimated $741K.
  • EchoStar made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2726 holding.
  • UBS first reported a position in EchoStar in Q2 2013 and has held it in 6 quarters since.
  • 183 funds tracked by Wall St. Rank held EchoStar as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.