BF
ECHO

BOK Financial’s Echo Global Logistics, Inc. ECHO Stock Holding History

BOK Financial’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
2014
Q1 		– Sell
-69,267
Closed -$1.49M – 906
2013
Q4 		$1.49M Sell
69,267
-43,502
-39% -$874K 0.05% 354
2013
Q3 		$2.36M Sell
112,769
-13,794
-11% -$291K 0.09% 258
2013
Q2 		$2.47M Buy
+126,563
New +$2.4M 0.09% 222

Other funds holding ECHO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
OCM
OMT Capital Management San Francisco, California $52.5M AUM 5.4% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

BOK Financial's ECHO Position: Q1 2014 in Review

BOK Financial sold out of Echo Global Logistics, Inc. (ECHO) in Q1 2014, closing a stake of 69,267 shares — an estimated $1.49M sold.

BOK Financial first reported a position in ECHO in Q2 2013 and held it in 3 quarters. The position peaked at $2.47M in Q2 2013. 111 funds tracked by Wall St. Rank hold ECHO as of Q1 2014.

  • BOK Financial reported no remaining Echo Global Logistics, Inc. position as of Q1 2014 after selling out during the quarter.
  • BOK Financial sold 69,267 Echo Global Logistics, Inc. shares in Q1 2014, an estimated $1.49M.
  • BOK Financial first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 3 quarters.
  • BOK Financial's Echo Global Logistics, Inc. position peaked at $2.47M in Q2 2013.
  • 111 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q1 2014.

Based on BOK Financial's 13F filing for Q1 2014, filed 14 May 2014.