Capstone Asset Management’s Echo Global Logistics, Inc. ECHO Stock Holding History

Capstone Asset Management’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
2017 Q2	$202K	Sell	10,170 -560	-5%	-$10.9K	0.01%	1510
2017 Q1	$229K	Sell	10,730 -850	-7%	-$19.5K	0.01%	1466
2016 Q4	$290K	Sell	11,580 -1,150	-9%	-$28K	0.01%	1338
2016 Q3	$294K	Buy	12,730 +220	+2%	+$5.38K	0.01%	1321
2016 Q2	$280K	Sell	12,510 -760	-6%	-$17.9K	0.01%	1330
2016 Q1	$360K	Sell	13,270 -90	-0.7%	-$2.15K	0.01%	1142
2015 Q4	$272K	Buy	+13,360	New	+$295K	0.01%	1339
2015 Q3	–	Sell	-6,840	Closed	-$223K	–	1621
2015 Q2	$223K	Buy	+6,840	New	+$208K	0.01%	1468

Other funds holding ECHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capstone Asset Management's ECHO Position: Q2 2017 in Review

Capstone Asset Management reduced its Echo Global Logistics, Inc. (ECHO) stake by 5.2% in Q2 2017, selling an estimated $10.9K and leaving 10,170 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #1510.

Capstone Asset Management first reported a position in ECHO in Q2 2015 and has held it in 8 quarters since. The position peaked at $360K in Q1 2016. 128 funds tracked by Wall St. Rank hold ECHO as of Q2 2017.

Capstone Asset Management held 10,170 shares of Echo Global Logistics, Inc. worth $202K as of Q2 2017.
Capstone Asset Management sold 560 Echo Global Logistics, Inc. shares in Q2 2017, an estimated $10.9K.
Echo Global Logistics, Inc. made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1510 holding.
Capstone Asset Management first reported a position in Echo Global Logistics, Inc. in Q2 2015 and has held it in 8 quarters since.
Capstone Asset Management's Echo Global Logistics, Inc. position peaked at $360K in Q1 2016.
128 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.