FNBT
ECHO

FineMark National Bank & Trust’s Echo Global Logistics, Inc. ECHO Stock Holding History

FineMark National Bank & Trust’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
Q3 		– Sell
-45
Closed -$1K – 1446
2016
Q2 		$1K Sell
45
-2,503
-98% -$59.1K ﹤0.01% 1347
2016
Q1 		$69K Sell
2,548
-107
-4% -$2.55K 0.01% 502
2015
Q4 		$54K Buy
2,655
+59
+2% +$1.3K 0.01% 579
2015
Q3 		$51K Sell
2,596
-207
-7% -$5.53K 0.01% 624
2015
Q2 		$92K Sell
2,803
-4
-0.1% -$121 0.01% 507
2015
Q1 		$77K Buy
2,807
+33
+1% +$902 0.01% 555
2014
Q4 		$81K Sell
2,774
-130
-4% -$3.48K 0.01% 546
2014
Q3 		$68K Buy
2,904
+361
+14% +$8.36K 0.01% 558
2014
Q2 		$49K Buy
2,543
+33
+1% +$605 0.01% 643
2014
Q1 		$46K Buy
2,510
+208
+9% +$3.82K 0.01% 636
2013
Q4 		$49K Buy
2,302
+32
+1% +$643 0.01% 582
2013
Q3 		$48K Buy
2,270
+117
+5% +$2.47K 0.01% 584
2013
Q2 		$42K Buy
+2,153
New +$40.8K 0.01% 606

Other funds holding ECHO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FineMark National Bank & Trust's ECHO Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2016, closing a stake of 45 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in ECHO in Q2 2013 and held it in 13 quarters. The position peaked at $92K in Q2 2015. 157 funds tracked by Wall St. Rank hold ECHO as of Q3 2016.

  • FineMark National Bank & Trust reported no remaining Echo Global Logistics, Inc. position as of Q3 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 45 Echo Global Logistics, Inc. shares in Q3 2016, an estimated $1K.
  • FineMark National Bank & Trust first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 13 quarters.
  • FineMark National Bank & Trust's Echo Global Logistics, Inc. position peaked at $92K in Q2 2015.
  • 157 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.