ClearBridge Investments
ECHO

ClearBridge Investments’s Echo Global Logistics, Inc. ECHO Stock Holding History

ClearBridge Investments’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
Q3 		– Sell
-4,255
Closed -$82K – 1216
2014
Q2 		$82K Buy
4,255
+2,755
+184% +$50.5K ﹤0.01% 919
2014
Q1 		$27K Hold
1,500
– – ﹤0.01% 1016
2013
Q4 		$32K Buy
1,500
+500
+50% +$10K ﹤0.01% 970
2013
Q3 		$21K Hold
1,000
– – ﹤0.01% 981
2013
Q2 		$20K Buy
+1,000
New +$19K ﹤0.01% 976

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments's ECHO Position: Q3 2014 in Review

ClearBridge Investments sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2014, closing a stake of 4,255 shares — an estimated $82K sold.

ClearBridge Investments first reported a position in ECHO in Q2 2013 and held it in 5 quarters. The position peaked at $82K in Q2 2014. 127 funds tracked by Wall St. Rank hold ECHO as of Q3 2014.

  • ClearBridge Investments reported no remaining Echo Global Logistics, Inc. position as of Q3 2014 after selling out during the quarter.
  • ClearBridge Investments sold 4,255 Echo Global Logistics, Inc. shares in Q3 2014, an estimated $82K.
  • ClearBridge Investments first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 5 quarters.
  • ClearBridge Investments's Echo Global Logistics, Inc. position peaked at $82K in Q2 2014.
  • 127 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2014.

Based on ClearBridge Investments's 13F filing for Q3 2014, filed 14 Nov 2014.