WWMSC
ECHO

Wagner Wealth Management (South Carolina)’s EchoStar ECHO Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$4K Hold
102
– – ﹤0.01% 508
2018
Q2 		$4K Hold
102
– – ﹤0.01% 481
2018
Q1 		$4K Hold
102
– – ﹤0.01% 447
2017
Q4 		$5K Buy
+102
New +$4.74K ﹤0.01% 530

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 $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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ECHO Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its EchoStar (ECHO) position steady in Q3 2018 at 102 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Wagner Wealth Management (South Carolina) first reported a position in ECHO in Q4 2017 and has held it in 4 quarters since. The position peaked at $5K in Q4 2017. 210 funds tracked by Wall St. Rank hold ECHO as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 102 shares of EchoStar worth $4K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its EchoStar share count unchanged in Q3 2018.
  • EchoStar made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #508 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in EchoStar in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s EchoStar position peaked at $5K in Q4 2017.
  • 210 funds tracked by Wall St. Rank held EchoStar as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.