Advisor Group’s Echo Global Logistics, Inc. ECHO Stock Holding History

Advisor Group’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 Q4	$3K	Hold	149	–	–	﹤0.01%	4917
2019 Q3	$4K	Sell	149 -217	-59%	-$4.48K	﹤0.01%	4792
2019 Q2	$8K	Sell	366 -2,985	-89%	-$66.2K	﹤0.01%	4504
2019 Q1	$83K	Sell	3,351 -200	-6%	-$4.72K	﹤0.01%	3018
2018 Q4	$73K	Sell	3,551 -1,020	-22%	-$25.4K	﹤0.01%	2909
2018 Q3	$142K	Buy	4,571 +4,522	+9,229%	+$147K	﹤0.01%	2475
2018 Q2	$1K	Hold	49	–	–	﹤0.01%	4866
2018 Q1	$1K	Sell	49 -18	-27%	-$505	﹤0.01%	4887
2017 Q4	$2K	Sell	67 -93	-58%	-$2.23K	﹤0.01%	4736
2017 Q3	$3K	Sell	160 -64	-29%	-$1.05K	﹤0.01%	4473
2017 Q2	$4K	Sell	224 -42	-16%	-$817	﹤0.01%	4358
2017 Q1	$5K	Sell	266 -2	-0.7%	-$46	﹤0.01%	4143
2016 Q4	$7K	Sell	268 -2,576	-91%	-$62.7K	﹤0.01%	3804
2016 Q3	$66K	Buy	2,844 +74	+3%	+$1.81K	﹤0.01%	2305
2016 Q2	$62K	Buy	+2,770	New	+$65.4K	﹤0.01%	2261

Other funds holding ECHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisor Group's ECHO Position: Q4 2019 in Review

Advisor Group held its Echo Global Logistics, Inc. (ECHO) position steady in Q4 2019 at 149 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4917.

Advisor Group first reported a position in ECHO in Q2 2016 and has held it in 15 quarters since. The position peaked at $142K in Q3 2018. 142 funds tracked by Wall St. Rank hold ECHO as of Q4 2019.

Advisor Group held 149 shares of Echo Global Logistics, Inc. worth $3K as of Q4 2019.
Advisor Group left its Echo Global Logistics, Inc. share count unchanged in Q4 2019.
Echo Global Logistics, Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4917 holding.
Advisor Group first reported a position in Echo Global Logistics, Inc. in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Echo Global Logistics, Inc. position peaked at $142K in Q3 2018.
142 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.