EFSCE
ECHO

Enterprise Financial Services Corp (EFSC)’s Echo Global Logistics, Inc. ECHO Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2015
Q2 		– Sell
-30
Closed -$1K – 1246
2015
Q1 		$1K Hold
30
– – ﹤0.01% 1225
2014
Q4 		$1K Hold
30
– – ﹤0.01% 1234
2014
Q3 		$1K Hold
30
– – ﹤0.01% 1209
2014
Q2 		$1K Sell
30
-18
-38% -$330 ﹤0.01% 1220
2014
Q1 		$1K Sell
48
-62
-56% -$1.14K ﹤0.01% 1248
2013
Q4 		$2K Hold
110
– – ﹤0.01% 1033
2013
Q3 		$2K Hold
110
– – ﹤0.01% 1036
2013
Q2 		$2K Buy
+110
New +$2.09K ﹤0.01% 882

Other funds holding ECHO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s ECHO Position: Q2 2015 in Review

Enterprise Financial Services Corp (EFSC) sold out of Echo Global Logistics, Inc. (ECHO) in Q2 2015, closing a stake of 30 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in ECHO in Q2 2013 and held it in 8 quarters. The position peaked at $2K in Q4 2013. 167 funds tracked by Wall St. Rank hold ECHO as of Q2 2015.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Echo Global Logistics, Inc. position as of Q2 2015 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 30 Echo Global Logistics, Inc. shares in Q2 2015, an estimated $1K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 8 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Echo Global Logistics, Inc. position peaked at $2K in Q4 2013.
  • 167 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q2 2015.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2015, filed 27 Jul 2015.