CIBC Private Wealth Group
ECHO

CIBC Private Wealth Group’s Echo Global Logistics, Inc. ECHO Stock Holding History

CIBC Private Wealth Group’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
2018
Q3 		– Sell
-350
Closed -$10K – 1858
2018
Q2 		$10K Hold
350
– – ﹤0.01% 1576
2018
Q1 		$10K Hold
350
– – ﹤0.01% 1541
2017
Q4 		$10K Buy
+350
New +$8.4K ﹤0.01% 1557

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

CIBC Private Wealth Group's ECHO Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2018, closing a stake of 350 shares — an estimated $10K sold.

CIBC Private Wealth Group first reported a position in ECHO in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q2 2018. 213 funds tracked by Wall St. Rank hold ECHO as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Echo Global Logistics, Inc. position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 350 Echo Global Logistics, Inc. shares in Q3 2018, an estimated $10K.
  • CIBC Private Wealth Group first reported a position in Echo Global Logistics, Inc. in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's Echo Global Logistics, Inc. position peaked at $10K in Q2 2018.
  • 213 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.