UFF
ECHO

USA Financial Formulas’s EchoStar ECHO Stock Holding History

USA Financial Formulas’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
2017
Q3 		– Sell
-22,177
Closed -$1.09M – 318
2017
Q2 		$1.09M Sell
22,177
-1,027
-4% -$48.9K 0.26% 86
2017
Q1 		$1.07M Buy
+23,204
New +$1.01M 0.26% 81

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
BlackRock
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
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
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

USA Financial Formulas's ECHO Position: Q3 2017 in Review

USA Financial Formulas sold out of EchoStar (ECHO) in Q3 2017, closing a stake of 22,177 shares — an estimated $1.09M sold.

USA Financial Formulas first reported a position in ECHO in Q1 2017 and held it in 2 quarters. The position peaked at $1.09M in Q2 2017. 182 funds tracked by Wall St. Rank hold ECHO as of Q3 2017.

  • USA Financial Formulas reported no remaining EchoStar position as of Q3 2017 after selling out during the quarter.
  • USA Financial Formulas sold 22,177 EchoStar shares in Q3 2017, an estimated $1.09M.
  • USA Financial Formulas first reported a position in EchoStar in Q1 2017 and held it in 2 quarters.
  • USA Financial Formulas's EchoStar position peaked at $1.09M in Q2 2017.
  • 182 funds tracked by Wall St. Rank held EchoStar as of Q3 2017.

Based on USA Financial Formulas's 13F filing for Q3 2017, filed 11 Oct 2017.