GI
ECHO

Gradient Investments’s Echo Global Logistics, Inc. ECHO Stock Holding History

Gradient Investments’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
2013
Q4 		– Sell
-8,068
Closed -$169K – 683
2013
Q3 		$169K Buy
8,068
+3,395
+73% +$71.6K 0.05% 135
2013
Q2 		$91K Buy
+4,673
New +$88.6K 0.03% 144

Other funds holding ECHO

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OCM
OMT Capital Management San Francisco, California $52.5M AUM 5.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gradient Investments's ECHO Position: Q4 2013 in Review

Gradient Investments sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2013, closing a stake of 8,068 shares — an estimated $169K sold.

Gradient Investments first reported a position in ECHO in Q2 2013 and held it in 2 quarters. The position peaked at $169K in Q3 2013. 110 funds tracked by Wall St. Rank hold ECHO as of Q4 2013.

  • Gradient Investments reported no remaining Echo Global Logistics, Inc. position as of Q4 2013 after selling out during the quarter.
  • Gradient Investments sold 8,068 Echo Global Logistics, Inc. shares in Q4 2013, an estimated $169K.
  • Gradient Investments first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 2 quarters.
  • Gradient Investments's Echo Global Logistics, Inc. position peaked at $169K in Q3 2013.
  • 110 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2013.

Based on Gradient Investments's 13F filing for Q4 2013, filed 13 Jan 2014.