DADC
ECHO

D.A. Davidson & Co’s Echo Global Logistics, Inc. ECHO Stock Holding History

D.A. Davidson & Co’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
2017
Q1 		– Sell
-116
Closed -$2K – 2536
2016
Q4 		$2K Hold
116
– – ﹤0.01% 2369
2016
Q3 		$2K Hold
116
– – ﹤0.01% 2310
2016
Q2 		$2K Sell
116
-4,737
-98% -$112K ﹤0.01% 2256
2016
Q1 		$130K Sell
4,853
-68
-1% -$1.62K ﹤0.01% 1015
2015
Q4 		$99K Sell
4,921
-192
-4% -$4.24K ﹤0.01% 1131
2015
Q3 		$99K Sell
5,113
-212
-4% -$5.67K ﹤0.01% 1099
2015
Q2 		$173K Sell
5,325
-454
-8% -$13.8K 0.01% 928
2015
Q1 		$157K Sell
5,779
-358
-6% -$9.78K 0.01% 963
2014
Q4 		$178K Buy
6,137
+31
+0.5% +$829 0.01% 914
2014
Q3 		$143K Buy
6,106
+42
+0.7% +$972 ﹤0.01% 985
2014
Q2 		$115K Sell
6,064
-377
-6% -$6.92K ﹤0.01% 1080
2014
Q1 		$117K Buy
6,441
+99
+2% +$1.82K ﹤0.01% 1059
2013
Q4 		$135K Sell
6,342
-609
-9% -$12.2K 0.01% 970
2013
Q3 		$144K Sell
6,951
-305
-4% -$6.43K 0.01% 790
2013
Q2 		$140K Buy
+7,256
New +$138K 0.01% 770

Other funds holding ECHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Invesco
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

D.A. Davidson & Co's ECHO Position: Q1 2017 in Review

D.A. Davidson & Co sold out of Echo Global Logistics, Inc. (ECHO) in Q1 2017, closing a stake of 116 shares — an estimated $2K sold.

D.A. Davidson & Co first reported a position in ECHO in Q2 2013 and held it in 15 quarters. The position peaked at $178K in Q4 2014. 135 funds tracked by Wall St. Rank hold ECHO as of Q1 2017.

  • D.A. Davidson & Co reported no remaining Echo Global Logistics, Inc. position as of Q1 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 116 Echo Global Logistics, Inc. shares in Q1 2017, an estimated $2K.
  • D.A. Davidson & Co first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 15 quarters.
  • D.A. Davidson & Co's Echo Global Logistics, Inc. position peaked at $178K in Q4 2014.
  • 135 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q1 2017.

Based on D.A. Davidson & Co's 13F filing for Q1 2017, filed 12 May 2017.