Waverly Advisors’s DISH Network Corp. DISH Stock Holding History

Waverly Advisors’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
2015 Q4	–	Sell	-730	Closed	-$43K	–	463
2015 Q3	$43K	Hold	730	–	–	0.03%	156
2015 Q2	$49K	Buy	+730	New	+$51K	0.03%	145
2015 Q1	–	Sell	-750	Closed	-$55K	–	466
2014 Q4	$55K	Buy	+750	New	+$50.5K	0.03%	111

Other funds holding DISH

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TCP

Tourbillon Capital Partners New York $6.26M AUM 42.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waverly Advisors's DISH Position: Q4 2015 in Review

Waverly Advisors sold out of DISH Network Corp. (DISH) in Q4 2015, closing a stake of 730 shares — an estimated $43K sold.

Waverly Advisors first reported a position in DISH in Q4 2014 and held it in 3 quarters. The position peaked at $55K in Q4 2014. 373 funds tracked by Wall St. Rank hold DISH as of Q4 2015.

Waverly Advisors reported no remaining DISH Network Corp. position as of Q4 2015 after selling out during the quarter.
Waverly Advisors sold 730 DISH Network Corp. shares in Q4 2015, an estimated $43K.
Waverly Advisors first reported a position in DISH Network Corp. in Q4 2014 and held it in 3 quarters.
Waverly Advisors's DISH Network Corp. position peaked at $55K in Q4 2014.
373 funds tracked by Wall St. Rank held DISH Network Corp. as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.