Valeo Financial Advisors’s EchoStar ECHO Stock Holding History

Valeo Financial 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
2020 Q1	–	Sell	-1,000	Closed	-$43K	–	1899
2019 Q4	$43K	Sell	1,000 -13	-1%	-$522	﹤0.01%	707
2019 Q3	$40K	Sell	1,013 -237	-19%	-$8.56K	﹤0.01%	674
2019 Q2	$45K	Hold	1,250	–	–	0.01%	638
2019 Q1	$37K	Hold	1,250	–	–	﹤0.01%	632
2018 Q4	$37K	Sell	1,250 -125	-9%	-$4.12K	0.01%	567
2018 Q3	$45K	Buy	1,375 +1,234	+875%	+$47K	0.01%	569
2018 Q2	$5K	Hold	141	–	–	﹤0.01%	1153
2018 Q1	$6K	Hold	141	–	–	﹤0.01%	1092
2017 Q4	$7K	Buy	141 +6	+4%	+$279	﹤0.01%	927
2017 Q3	$6K	Buy	+135	New	+$6.44K	﹤0.01%	839

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

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

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Valeo Financial Advisors's ECHO Position: Q1 2020 in Review

Valeo Financial Advisors sold out of EchoStar (ECHO) in Q1 2020, closing a stake of 1,000 shares — an estimated $43K sold.

Valeo Financial Advisors first reported a position in ECHO in Q3 2017 and held it in 10 quarters. The position peaked at $45K in Q2 2019. 178 funds tracked by Wall St. Rank hold ECHO as of Q1 2020.

Valeo Financial Advisors reported no remaining EchoStar position as of Q1 2020 after selling out during the quarter.
Valeo Financial Advisors sold 1,000 EchoStar shares in Q1 2020, an estimated $43K.
Valeo Financial Advisors first reported a position in EchoStar in Q3 2017 and held it in 10 quarters.
Valeo Financial Advisors's EchoStar position peaked at $45K in Q2 2019.
178 funds tracked by Wall St. Rank held EchoStar as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.