EWM
ECHO

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

Elite 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
2014
Q2 		– Sell
-400
Closed -$7K – 492
2014
Q1 		$7K Buy
+400
New +$7.35K 0.01% 264

Other funds holding ECHO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
OCM
OMT Capital Management San Francisco, California $52.5M AUM 5.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Elite Wealth Management's ECHO Position: Q2 2014 in Review

Elite Wealth Management sold out of Echo Global Logistics, Inc. (ECHO) in Q2 2014, closing a stake of 400 shares — an estimated $7K sold.

Elite Wealth Management first reported a position in ECHO in Q1 2014 and held it in 1 quarter. The position peaked at $7K in Q1 2014. 122 funds tracked by Wall St. Rank hold ECHO as of Q2 2014.

  • Elite Wealth Management reported no remaining Echo Global Logistics, Inc. position as of Q2 2014 after selling out during the quarter.
  • Elite Wealth Management sold 400 Echo Global Logistics, Inc. shares in Q2 2014, an estimated $7K.
  • Elite Wealth Management first reported a position in Echo Global Logistics, Inc. in Q1 2014 and held it in 1 quarter.
  • Elite Wealth Management's Echo Global Logistics, Inc. position peaked at $7K in Q1 2014.
  • 122 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q2 2014.

Based on Elite Wealth Management's 13F filing for Q2 2014, filed 23 Nov 2016.