GA
ECHO

Geneva Advisors’s Echo Global Logistics, Inc. ECHO Stock Holding History

Geneva Advisors’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 		$733K Buy
36,813
+1,973
+6% +$38.4K 0.01% 426
2017
Q1 		$744K Buy
34,840
+1,777
+5% +$40.9K 0.01% 415
2016
Q4 		$828K Buy
+33,063
New +$805K 0.02% 385

Other funds holding ECHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $462B AUM 39.16% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $2.05B AUM 43.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geneva Advisors's ECHO Position: Q2 2017 in Review

Geneva Advisors increased its Echo Global Logistics, Inc. (ECHO) stake by 5.7% in Q2 2017, buying an estimated $38.4K and bringing the position to 36,813 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #426.

Geneva Advisors first reported a position in ECHO in Q4 2016 and has held it in 3 quarters since. The position peaked at $828K in Q4 2016. 128 funds tracked by Wall St. Rank hold ECHO as of Q2 2017.

  • Geneva Advisors held 36,813 shares of Echo Global Logistics, Inc. worth $733K as of Q2 2017.
  • Geneva Advisors bought 1,973 Echo Global Logistics, Inc. shares in Q2 2017, an estimated $38.4K.
  • Echo Global Logistics, Inc. made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #426 holding.
  • Geneva Advisors first reported a position in Echo Global Logistics, Inc. in Q4 2016 and has held it in 3 quarters since.
  • Geneva Advisors's Echo Global Logistics, Inc. position peaked at $828K in Q4 2016.
  • 128 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.