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

Geneva Capital 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
2014 Q3	$8.84M	Sell	375,471 -6,821	-2%	-$158K	0.26%	98
2014 Q2	$7.33M	Sell	382,292 -161,027	-30%	-$2.95M	0.18%	102
2014 Q1	$9.95M	Sell	543,319 -2,702	-0.5%	-$49.6K	0.23%	97
2013 Q4	$11.7M	Sell	546,021 -25,142	-4%	-$505K	0.27%	90
2013 Q3	$12M	Buy	571,163 +73,077	+15%	+$1.54M	0.28%	87
2013 Q2	$9.71M	Buy	+498,086	New	+$9.44M	0.19%	86

Other funds holding ECHO

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TAM

Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

CRCP

Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geneva Capital Management's ECHO Position: Q3 2014 in Review

Geneva Capital Management reduced its Echo Global Logistics, Inc. (ECHO) stake by 1.8% in Q3 2014, selling an estimated $158K and leaving 375,471 shares worth $8.84M. The position accounts for 0.26% of the portfolio, ranked #98.

Geneva Capital Management first reported a position in ECHO in Q2 2013 and has held it in 6 quarters since. The position peaked at $12M in Q3 2013. 127 funds tracked by Wall St. Rank hold ECHO as of Q3 2014.

Geneva Capital Management held 375,471 shares of Echo Global Logistics, Inc. worth $8.84M as of Q3 2014.
Geneva Capital Management sold 6,821 Echo Global Logistics, Inc. shares in Q3 2014, an estimated $158K.
Echo Global Logistics, Inc. made up 0.26% of Geneva Capital Management's portfolio in Q3 2014, its #98 holding.
Geneva Capital Management first reported a position in Echo Global Logistics, Inc. in Q2 2013 and has held it in 6 quarters since.
Geneva Capital Management's Echo Global Logistics, Inc. position peaked at $12M in Q3 2013.
127 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2014.

Based on Geneva Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.