CWM
ECHO

Cornerstone Wealth Management’s Echo Global Logistics, Inc. ECHO Stock Holding History

Cornerstone Wealth 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
2018
Q3 		– Sell
-14,725
Closed -$500K – 1599
2018
Q2 		$500K Buy
+14,725
New +$421K 0.01% 1024

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

Cornerstone Wealth Management's ECHO Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2018, closing a stake of 14,725 shares — an estimated $500K sold.

Cornerstone Wealth Management first reported a position in ECHO in Q2 2018 and held it in 1 quarter. The position peaked at $500K in Q2 2018. 213 funds tracked by Wall St. Rank hold ECHO as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Echo Global Logistics, Inc. position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 14,725 Echo Global Logistics, Inc. shares in Q3 2018, an estimated $500K.
  • Cornerstone Wealth Management first reported a position in Echo Global Logistics, Inc. in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Echo Global Logistics, Inc. position peaked at $500K in Q2 2018.
  • 213 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.