APP
ECHO

Avantax Planning Partners’s Echo Global Logistics, Inc. ECHO Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-724
Closed -$22K – 1330
2018
Q3 		$22K Buy
+724
New +$23.6K ﹤0.01% 679
2018
Q2 		– Sell
-724
Closed -$20K – 1663
2018
Q1 		$20K Buy
+724
New +$20.3K ﹤0.01% 780

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado Denver, Colorado $25.5B AUM 28.85% 1-Year Est. Return

Avantax Planning Partners's ECHO Position: Q4 2018 in Review

Avantax Planning Partners sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2018, closing a stake of 724 shares — an estimated $22K sold.

Avantax Planning Partners first reported a position in ECHO in Q1 2018 and held it in 2 quarters. The position peaked at $22K in Q3 2018. 195 funds tracked by Wall St. Rank hold ECHO as of Q4 2018.

  • Avantax Planning Partners reported no remaining Echo Global Logistics, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 724 Echo Global Logistics, Inc. shares in Q4 2018, an estimated $22K.
  • Avantax Planning Partners first reported a position in Echo Global Logistics, Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Echo Global Logistics, Inc. position peaked at $22K in Q3 2018.
  • 195 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.