Creative Planning’s Echo Global Logistics, Inc. ECHO Stock Holding History

Creative Planning’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 Q4	–	Sell	-84	Closed	-$2K	–	4934
2016 Q3	$2K	Buy	+84	New	+$2.05K	﹤0.01%	4292
2014 Q4	–	Sell	-456	Closed	-$11K	–	4406
2014 Q3	$11K	Buy	456 +208	+84%	+$4.82K	﹤0.01%	2909
2014 Q2	$5K	Hold	248	–	–	﹤0.01%	3258
2014 Q1	$5K	Hold	248	–	–	﹤0.01%	3116
2013 Q4	$5K	Hold	248	–	–	﹤0.01%	2860
2013 Q3	$5K	Hold	248	–	–	﹤0.01%	2752
2013 Q2	$5K	Buy	+248	New	+$4.7K	﹤0.01%	2572

Other funds holding ECHO

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

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

Creative Planning's ECHO Position: Q4 2016 in Review

Creative Planning sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2016, closing a stake of 84 shares — an estimated $2K sold.

Creative Planning first reported a position in ECHO in Q2 2013 and held it in 7 quarters. The position peaked at $11K in Q3 2014. 149 funds tracked by Wall St. Rank hold ECHO as of Q4 2016.

Creative Planning reported no remaining Echo Global Logistics, Inc. position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 84 Echo Global Logistics, Inc. shares in Q4 2016, an estimated $2K.
Creative Planning first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 7 quarters.
Creative Planning's Echo Global Logistics, Inc. position peaked at $11K in Q3 2014.
149 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.