BLA
ECHO

Balter Liquid Alternatives’s Echo Global Logistics, Inc. ECHO Stock Holding History

Balter Liquid Alternatives’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
-36,002
Closed -$1.11M – 260
2018
Q3 		$1.11M Sell
36,002
-3,315
-8% -$108K 0.91% 33
2018
Q2 		$1.16M Buy
39,317
+13,357
+51% +$382K 0.91% 22
2018
Q1 		$716K Sell
25,960
-3,878
-13% -$109K 0.68% 46
2017
Q4 		$835K Buy
+29,838
New +$716K 0.83% 28

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

Balter Liquid Alternatives's ECHO Position: Q4 2018 in Review

Balter Liquid Alternatives sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2018, closing a stake of 36,002 shares — an estimated $1.11M sold.

Balter Liquid Alternatives first reported a position in ECHO in Q4 2017 and held it in 4 quarters. The position peaked at $1.16M in Q2 2018. 195 funds tracked by Wall St. Rank hold ECHO as of Q4 2018.

  • Balter Liquid Alternatives reported no remaining Echo Global Logistics, Inc. position as of Q4 2018 after selling out during the quarter.
  • Balter Liquid Alternatives sold 36,002 Echo Global Logistics, Inc. shares in Q4 2018, an estimated $1.11M.
  • Balter Liquid Alternatives first reported a position in Echo Global Logistics, Inc. in Q4 2017 and held it in 4 quarters.
  • Balter Liquid Alternatives's Echo Global Logistics, Inc. position peaked at $1.16M in Q2 2018.
  • 195 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2018.

Based on Balter Liquid Alternatives's 13F filing for Q4 2018, filed 8 Feb 2019.