GWM
ECHO

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

Geneos 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
2017
Q2 		– Sell
-60
Closed -$1K – 2155
2017
Q1 		$1K Hold
60
– – ﹤0.01% 2047
2016
Q4 		$1K Hold
60
– – ﹤0.01% 2034
2016
Q3 		$1K Buy
+60
New +$1.47K ﹤0.01% 1959

Other funds holding ECHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geneos Wealth Management's ECHO Position: Q2 2017 in Review

Geneos Wealth Management sold out of Echo Global Logistics, Inc. (ECHO) in Q2 2017, closing a stake of 60 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in ECHO in Q3 2016 and held it in 3 quarters. The position peaked at $1K in Q1 2017. 128 funds tracked by Wall St. Rank hold ECHO as of Q2 2017.

  • Geneos Wealth Management reported no remaining Echo Global Logistics, Inc. position as of Q2 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 60 Echo Global Logistics, Inc. shares in Q2 2017, an estimated $1K.
  • Geneos Wealth Management first reported a position in Echo Global Logistics, Inc. in Q3 2016 and held it in 3 quarters.
  • Geneos Wealth Management's Echo Global Logistics, Inc. position peaked at $1K in Q1 2017.
  • 128 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q2 2017.

Based on Geneos Wealth Management's 13F filing for Q2 2017, filed 7 Sep 2021.