WAM
ECHO

Wealthspire Advisors (Maryland)’s EchoStar ECHO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-27
Closed -$1K – 1708
2019
Q1 		$1K Sell
27
-14
-34% -$441 ﹤0.01% 2376
2018
Q4 		$1K Sell
41
-24
-37% -$791 ﹤0.01% 2317
2018
Q3 		$2K Buy
65
+3
+5% +$114 ﹤0.01% 2183
2018
Q2 		$2K Sell
62
-472
-88% -$19.3K ﹤0.01% 2193
2018
Q1 		$23K Sell
534
-185
-26% -$8.8K ﹤0.01% 1258
2017
Q4 		$35K Buy
719
+687
+2,147% +$31.9K ﹤0.01% 1147
2017
Q3 		$1K Hold
32
– – ﹤0.01% 2137
2017
Q2 		$2K Hold
32
– – ﹤0.01% 2005
2017
Q1 		$1K Hold
32
– – ﹤0.01% 1834
2016
Q4 		$1K Hold
32
– – ﹤0.01% 1669
2016
Q3 		$1K Hold
32
– – ﹤0.01% 1655
2016
Q2 		$1K Hold
32
– – ﹤0.01% 1625
2016
Q1 		$1K Buy
32
+21
+191% +$668 ﹤0.01% 1671
2015
Q4 		$0 Buy
+11
New +$369 ﹤0.01% 1763

Other funds holding ECHO

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ECHO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of EchoStar (ECHO) in Q2 2019, closing a stake of 27 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ECHO in Q4 2015 and held it in 14 quarters. The position peaked at $35K in Q4 2017. 196 funds tracked by Wall St. Rank hold ECHO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining EchoStar position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 27 EchoStar shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in EchoStar in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s EchoStar position peaked at $35K in Q4 2017.
  • 196 funds tracked by Wall St. Rank held EchoStar as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.