WFG Advisors’s EchoStar ECHO Stock Holding History

WFG Advisors’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
2017 Q2	$10K	Buy	207 +39	+23%	+$1.86K	﹤0.01%	1150
2017 Q1	$8K	Sell	168 -39	-19%	-$1.7K	﹤0.01%	1131
2016 Q4	$9K	Hold	207	–	–	﹤0.01%	1143
2016 Q3	$7K	Hold	207	–	–	﹤0.01%	1226
2016 Q2	$7K	Hold	207	–	–	﹤0.01%	1179
2016 Q1	$7K	Sell	207 -131	-39%	-$4.17K	﹤0.01%	1133
2015 Q4	$11K	Sell	338 -109	-24%	-$3.65K	﹤0.01%	1055
2015 Q3	$16K	Sell	447 -74	-14%	-$2.73K	0.01%	965
2015 Q2	$21K	Hold	521	–	–	0.01%	965
2015 Q1	$22K	Sell	521 -322	-38%	-$13.7K	0.01%	954
2014 Q4	$36K	Buy	843 +109	+15%	+$4.33K	0.01%	1006
2014 Q3	$29K	Hold	734	–	–	0.01%	1140
2014 Q2	$31K	Buy	734 +150	+26%	+$5.98K	0.01%	1097
2014 Q1	$22K	Hold	584	–	–	﹤0.01%	1220
2013 Q4	$24K	Buy	584 +63	+12%	+$2.46K	﹤0.01%	1276
2013 Q3	$19K	Sell	521 -50	-9%	-$1.69K	﹤0.01%	1302
2013 Q2	$18K	Buy	+571	New	+$18.1K	﹤0.01%	1251

Other funds holding ECHO

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

WFG Advisors's ECHO Position: Q2 2017 in Review

WFG Advisors increased its EchoStar (ECHO) stake by 23% in Q2 2017, buying an estimated $1.86K and bringing the position to 207 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

WFG Advisors first reported a position in ECHO in Q2 2013 and has held it in 17 quarters since. The position peaked at $36K in Q4 2014. 177 funds tracked by Wall St. Rank hold ECHO as of Q2 2017.

WFG Advisors held 207 shares of EchoStar worth $10K as of Q2 2017.
WFG Advisors bought 39 EchoStar shares in Q2 2017, an estimated $1.86K.
EchoStar made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1150 holding.
WFG Advisors first reported a position in EchoStar in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's EchoStar position peaked at $36K in Q4 2014.
177 funds tracked by Wall St. Rank held EchoStar as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.