WCM
ECHO

Wealthcare Capital Management’s EchoStar ECHO Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-122
Closed -$5K – 782
2015
Q1 		$5K Buy
+122
New +$5.19K ﹤0.01% 641

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Wealthcare Capital Management's ECHO Position: Q2 2015 in Review

Wealthcare Capital Management sold out of EchoStar (ECHO) in Q2 2015, closing a stake of 122 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in ECHO in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 179 funds tracked by Wall St. Rank hold ECHO as of Q2 2015.

  • Wealthcare Capital Management reported no remaining EchoStar position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 122 EchoStar shares in Q2 2015, an estimated $5K.
  • Wealthcare Capital Management first reported a position in EchoStar in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's EchoStar position peaked at $5K in Q1 2015.
  • 179 funds tracked by Wall St. Rank held EchoStar as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.