HGWM
ECHO

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

Harvest Group 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
2021
Q1 		– Sell
-9
Closed – – 803
2020
Q4 		$0 Hold
9
– – ﹤0.01% 903
2020
Q3 		$0 Hold
9
– – ﹤0.01% 883
2020
Q2 		$0 Hold
9
– – ﹤0.01% 933
2020
Q1 		$0 Sell
9
-48
-84% -$935 ﹤0.01% 1137
2019
Q4 		$1K Hold
57
– – ﹤0.01% 933
2019
Q3 		$1K Buy
+57
New +$1.18K ﹤0.01% 982

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Harvest Group Wealth Management's ECHO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Echo Global Logistics, Inc. (ECHO) in Q1 2021, closing a stake of 9 shares.

Harvest Group Wealth Management first reported a position in ECHO in Q3 2019 and held it in 6 quarters. The position peaked at $1K in Q4 2019. 161 funds tracked by Wall St. Rank hold ECHO as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Echo Global Logistics, Inc. position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 9 Echo Global Logistics, Inc. shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Echo Global Logistics, Inc. in Q3 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Echo Global Logistics, Inc. position peaked at $1K in Q4 2019.
  • 161 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.