Convergence Investment Partners’s Echo Global Logistics, Inc. ECHO Stock Holding History

Convergence Investment Partners’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
2019 Q3	–	Sell	-5,686	Closed	-$119K	–	374
2019 Q2	$119K	Buy	+5,686	New	+$126K	0.03%	289
2018 Q4	–	Sell	-10,257	Closed	-$317K	–	395
2018 Q3	$317K	Sell	10,257 -13,185	-56%	-$429K	0.06%	270
2018 Q2	$686K	Buy	+23,442	New	+$670K	0.1%	247
2014 Q4	–	Sell	-59,985	Closed	-$1.41M	–	438
2014 Q3	$1.41M	Buy	+59,985	New	+$1.39M	0.19%	169

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

RHJA

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Convergence Investment Partners's ECHO Position: Q3 2019 in Review

Convergence Investment Partners sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2019, closing a stake of 5,686 shares — an estimated $119K sold.

Convergence Investment Partners first reported a position in ECHO in Q3 2014 and held it in 4 quarters. The position peaked at $1.41M in Q3 2014. 162 funds tracked by Wall St. Rank hold ECHO as of Q3 2019.

Convergence Investment Partners reported no remaining Echo Global Logistics, Inc. position as of Q3 2019 after selling out during the quarter.
Convergence Investment Partners sold 5,686 Echo Global Logistics, Inc. shares in Q3 2019, an estimated $119K.
Convergence Investment Partners first reported a position in Echo Global Logistics, Inc. in Q3 2014 and held it in 4 quarters.
Convergence Investment Partners's Echo Global Logistics, Inc. position peaked at $1.41M in Q3 2014.
162 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2019.

Based on Convergence Investment Partners's 13F filing for Q3 2019, filed 22 Oct 2019.