AIA
ECHO

Avalon Investment & Advisory’s Echo Global Logistics, Inc. ECHO Stock Holding History

Avalon Investment & Advisory’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
2016
Q3 		– Sell
-70,413
Closed -$1.58M – 323
2016
Q2 		$1.58M Buy
70,413
+17,264
+32% +$408K 0.06% 149
2016
Q1 		$1.44M Buy
+53,149
New +$1.27M 0.06% 111

Other funds holding ECHO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avalon Investment & Advisory's ECHO Position: Q3 2016 in Review

Avalon Investment & Advisory sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2016, closing a stake of 70,413 shares — an estimated $1.58M sold.

Avalon Investment & Advisory first reported a position in ECHO in Q1 2016 and held it in 2 quarters. The position peaked at $1.58M in Q2 2016. 156 funds tracked by Wall St. Rank hold ECHO as of Q3 2016.

  • Avalon Investment & Advisory reported no remaining Echo Global Logistics, Inc. position as of Q3 2016 after selling out during the quarter.
  • Avalon Investment & Advisory sold 70,413 Echo Global Logistics, Inc. shares in Q3 2016, an estimated $1.58M.
  • Avalon Investment & Advisory first reported a position in Echo Global Logistics, Inc. in Q1 2016 and held it in 2 quarters.
  • Avalon Investment & Advisory's Echo Global Logistics, Inc. position peaked at $1.58M in Q2 2016.
  • 156 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2016.

Based on Avalon Investment & Advisory's 13F filing for Q3 2016, filed 14 Nov 2016.