AI
ECHO

Atria Investments’s Echo Global Logistics, Inc. ECHO Stock Holding History

Atria Investments’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
Q3 		– Sell
-10,450
Closed -$208K – 840
2017
Q2 		$208K Sell
10,450
-11
-0.1% -$214 0.01% 690
2017
Q1 		$223K Buy
10,461
+496
+5% +$11.4K 0.01% 623
2016
Q4 		$250K Buy
+9,965
New +$243K 0.02% 536

Other funds holding ECHO

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
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atria Investments's ECHO Position: Q3 2017 in Review

Atria Investments sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2017, closing a stake of 10,450 shares — an estimated $208K sold.

Atria Investments first reported a position in ECHO in Q4 2016 and held it in 3 quarters. The position peaked at $250K in Q4 2016. 130 funds tracked by Wall St. Rank hold ECHO as of Q3 2017.

  • Atria Investments reported no remaining Echo Global Logistics, Inc. position as of Q3 2017 after selling out during the quarter.
  • Atria Investments sold 10,450 Echo Global Logistics, Inc. shares in Q3 2017, an estimated $208K.
  • Atria Investments first reported a position in Echo Global Logistics, Inc. in Q4 2016 and held it in 3 quarters.
  • Atria Investments's Echo Global Logistics, Inc. position peaked at $250K in Q4 2016.
  • 130 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2017.

Based on Atria Investments's 13F filing for Q3 2017, filed 12 Oct 2017.