CFA
ECHO

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

Carroll Financial Associates’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
Q2 		– Sell
-232
Closed -$6K – 1247
2016
Q1 		$6K Hold
232
– – ﹤0.01% 881
2015
Q4 		$4K Hold
232
– – ﹤0.01% 928
2015
Q3 		$4K Buy
232
+32
+16% +$855 ﹤0.01% 900
2015
Q2 		$7K Buy
+200
New +$6.07K ﹤0.01% 799

Other funds holding ECHO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
AC
Ascend Capital Orinda, California $1.99B AUM 10.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Carroll Financial Associates's ECHO Position: Q2 2016 in Review

Carroll Financial Associates sold out of Echo Global Logistics, Inc. (ECHO) in Q2 2016, closing a stake of 232 shares — an estimated $6K sold.

Carroll Financial Associates first reported a position in ECHO in Q2 2015 and held it in 4 quarters. The position peaked at $7K in Q2 2015. 155 funds tracked by Wall St. Rank hold ECHO as of Q2 2016.

  • Carroll Financial Associates reported no remaining Echo Global Logistics, Inc. position as of Q2 2016 after selling out during the quarter.
  • Carroll Financial Associates sold 232 Echo Global Logistics, Inc. shares in Q2 2016, an estimated $6K.
  • Carroll Financial Associates first reported a position in Echo Global Logistics, Inc. in Q2 2015 and held it in 4 quarters.
  • Carroll Financial Associates's Echo Global Logistics, Inc. position peaked at $7K in Q2 2015.
  • 155 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q2 2016.

Based on Carroll Financial Associates's 13F filing for Q2 2016, filed 18 Jul 2016.