BCA
ECHO

Berman Capital Advisors’s Echo Global Logistics, Inc. ECHO Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$1K Buy
+26
New +$899 ﹤0.01% 2038
2019
Q2 		– Sell
-1,996
Closed -$49K – 1633
2019
Q1 		$49K Sell
1,996
-15,182
-88% -$358K 0.02% 274
2018
Q4 		$349K Buy
+17,178
New +$428K 0.14% 69
2018
Q1 		– Sell
-12,026
Closed -$337K – 133
2017
Q4 		$337K Buy
+12,026
New +$288K 0.11% 69

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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Berman Capital Advisors's ECHO Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Echo Global Logistics, Inc. (ECHO) in Q3 2021: 26 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2038 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in ECHO as recently as Q1 2019.

Berman Capital Advisors first reported a position in ECHO in Q4 2017 and has held it in 4 quarters since. The position peaked at $349K in Q4 2018. 180 funds tracked by Wall St. Rank hold ECHO as of Q3 2021.

  • Berman Capital Advisors held 26 shares of Echo Global Logistics, Inc. worth $1K as of Q3 2021.
  • Echo Global Logistics, Inc. was a new Berman Capital Advisors position in Q3 2021.
  • Echo Global Logistics, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2038 holding.
  • Berman Capital Advisors first reported a position in Echo Global Logistics, Inc. in Q4 2017 and has held it in 4 quarters since.
  • Berman Capital Advisors's Echo Global Logistics, Inc. position peaked at $349K in Q4 2018.
  • 180 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.