Envestnet Asset Management’s Echo Global Logistics, Inc. ECHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15,082
| Closed | -$720K | – | 3992 |
|
|
2021
Q3 | $720K | Sell |
15,082
-1,417
| -9% | -$49K | ﹤0.01% | 2751 |
|
|
2021
Q2 | $507K | Buy |
16,499
+4,712
| +40% | +$155K | ﹤0.01% | 2970 |
|
|
2021
Q1 | $370K | Buy |
11,787
+870
| +8% | +$25.3K | ﹤0.01% | 3022 |
|
|
2020
Q4 | $293K | Sell |
10,917
-1,735
| -14% | -$48.9K | ﹤0.01% | 2935 |
|
|
2020
Q3 | $326K | Buy |
12,652
+766
| +6% | +$19.7K | ﹤0.01% | 2696 |
|
|
2020
Q2 | $257K | Sell |
11,886
-3,472
| -23% | -$65.3K | ﹤0.01% | 2759 |
|
|
2020
Q1 | $262K | Buy |
+15,358
| New | +$299K | ﹤0.01% | 2616 |
|
|
2019
Q2 | – | Sell |
-30,332
| Closed | -$752K | – | 3109 |
|
|
2019
Q1 | $752K | Buy |
30,332
+4,797
| +19% | +$113K | ﹤0.01% | 2073 |
|
|
2018
Q4 | $519K | Buy |
+25,535
| New | +$637K | ﹤0.01% | 2132 |
|
|
2018
Q3 | – | Sell |
-574
| Closed | -$17K | – | 2874 |
|
|
2018
Q2 | $17K | Sell |
574
-50
| -8% | -$1.43K | ﹤0.01% | 2460 |
|
|
2018
Q1 | $17K | Sell |
624
-408
| -40% | -$11.5K | ﹤0.01% | 2413 |
|
|
2017
Q4 | $28K | Hold |
1,032
| – | – | ﹤0.01% | 2462 |
|
|
2017
Q3 | $20K | Sell |
1,032
-1,149
| -53% | -$18.8K | ﹤0.01% | 2497 |
|
|
2017
Q2 | $43K | Hold |
2,181
| – | – | ﹤0.01% | 2413 |
|
|
2017
Q1 | $46K | Sell |
2,181
-1,409
| -39% | -$32.4K | ﹤0.01% | 2448 |
|
|
2016
Q4 | $89K | Sell |
3,590
-3,699
| -51% | -$90.1K | ﹤0.01% | 2236 |
|
|
2016
Q3 | $168K | Sell |
7,289
-3,741
| -34% | -$91.4K | ﹤0.01% | 2103 |
|
|
2016
Q2 | $247K | Sell |
11,030
-37,116
| -77% | -$877K | ﹤0.01% | 1977 |
|
|
2016
Q1 | $1.31M | Buy |
48,146
+3,001
| +7% | +$71.5K | 0.01% | 1186 |
|
|
2015
Q4 | $921K | Sell |
45,145
-3,000
| -6% | -$66.2K | ﹤0.01% | 1328 |
|
|
2015
Q3 | $944K | Sell |
48,145
-2,498
| -5% | -$66.8K | ﹤0.01% | 1300 |
|
|
2015
Q2 | $1.65M | Buy |
50,643
+1,684
| +3% | +$51.1K | 0.01% | 1151 |
|
|
2015
Q1 | $1.33M | Buy |
48,959
+48,848
| +44,007% | +$1.33M | 0.01% | 1171 |
|
|
2014
Q4 | $3K | Sell |
111
-9,341
| -99% | -$250K | ﹤0.01% | 2278 |
|
|
2014
Q3 | $223K | Buy |
9,452
+8,268
| +698% | +$191K | ﹤0.01% | 1055 |
|
|
2014
Q2 | $23K | Buy |
1,184
+395
| +50% | +$7.25K | ﹤0.01% | 1709 |
|
|
2014
Q1 | $14K | Buy |
789
+522
| +196% | +$9.59K | ﹤0.01% | 1769 |
|
|
2013
Q4 | $6K | Hold |
267
| – | – | ﹤0.01% | 1949 |
|
|
2013
Q3 | $6K | Sell |
267
-911
| -77% | -$19.2K | ﹤0.01% | 1885 |
|
|
2013
Q2 | $23K | Buy |
+1,178
| New | +$22.3K | ﹤0.01% | 1395 |
|
Envestnet Asset Management's ECHO Position: Q4 2021 in Review
Envestnet Asset Management sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2021, closing a stake of 15,082 shares — an estimated $720K sold.
Envestnet Asset Management first reported a position in ECHO in Q2 2013 and held it in 30 quarters. The position peaked at $1.65M in Q2 2015. 0 funds tracked by Wall St. Rank hold ECHO as of Q4 2021.
- Envestnet Asset Management reported no remaining Echo Global Logistics, Inc. position as of Q4 2021 after selling out during the quarter.
- Envestnet Asset Management sold 15,082 Echo Global Logistics, Inc. shares in Q4 2021, an estimated $720K.
- Envestnet Asset Management first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 30 quarters.
- Envestnet Asset Management's Echo Global Logistics, Inc. position peaked at $1.65M in Q2 2015.
- 0 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2021.
Based on Envestnet Asset Management's 13F filing for Q4 2021, filed 4 Feb 2022.