CIA
ECHO

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

Capital Impact 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
2016
Q1 		– Sell
-17,425
Closed -$355K – 255
2015
Q4 		$355K Hold
17,425
– – 0.17% 231
2015
Q3 		$342K Hold
17,425
– – 0.17% 196
2015
Q2 		$569K Hold
17,425
– – 0.26% 178
2015
Q1 		$475K Buy
+17,425
New +$476K 0.22% 198

Other funds holding ECHO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.57B AUM 19.49% 1-Year Est. Return

Capital Impact Advisors's ECHO Position: Q1 2016 in Review

Capital Impact Advisors sold out of Echo Global Logistics, Inc. (ECHO) in Q1 2016, closing a stake of 17,425 shares — an estimated $355K sold.

Capital Impact Advisors first reported a position in ECHO in Q1 2015 and held it in 4 quarters. The position peaked at $569K in Q2 2015. 173 funds tracked by Wall St. Rank hold ECHO as of Q1 2016.

  • Capital Impact Advisors reported no remaining Echo Global Logistics, Inc. position as of Q1 2016 after selling out during the quarter.
  • Capital Impact Advisors sold 17,425 Echo Global Logistics, Inc. shares in Q1 2016, an estimated $355K.
  • Capital Impact Advisors first reported a position in Echo Global Logistics, Inc. in Q1 2015 and held it in 4 quarters.
  • Capital Impact Advisors's Echo Global Logistics, Inc. position peaked at $569K in Q2 2015.
  • 173 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q1 2016.

Based on Capital Impact Advisors's 13F filing for Q1 2016, filed 13 Apr 2016.