WLPWM
DISH

Walled Lake Planning & Wealth Management’s DISH Network Corp. DISH Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio DISH Stock Details DISH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-250
Closed -$9K – 375
2019
Q4 		$9K Buy
+250
New +$8.66K 0.01% 211

Other funds holding DISH

Dodge & Cox
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KSCM
Key Square Capital Management Stamford, Connecticut $14.2M AUM 21.27% 1-Year Est. Return

Walled Lake Planning & Wealth Management's DISH Position: Q1 2020 in Review

Walled Lake Planning & Wealth Management sold out of DISH Network Corp. (DISH) in Q1 2020, closing a stake of 250 shares — an estimated $9K sold.

Walled Lake Planning & Wealth Management first reported a position in DISH in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 398 funds tracked by Wall St. Rank hold DISH as of Q1 2020.

  • Walled Lake Planning & Wealth Management reported no remaining DISH Network Corp. position as of Q1 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 250 DISH Network Corp. shares in Q1 2020, an estimated $9K.
  • Walled Lake Planning & Wealth Management first reported a position in DISH Network Corp. in Q4 2019 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's DISH Network Corp. position peaked at $9K in Q4 2019.
  • 398 funds tracked by Wall St. Rank held DISH Network Corp. as of Q1 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.