HBK Sorce Advisory’s Echo Global Logistics, Inc. ECHO Stock Holding History

HBK Sorce Advisory’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 Q3	–	Sell	-7,089	Closed	-$218K	–	622
2021 Q2	$218K	Hold	7,089	–	–	0.01%	534
2021 Q1	$223K	Sell	7,089 -3,000	-30%	-$87.2K	0.01%	487
2020 Q4	$271K	Sell	10,089 -15,134	-60%	-$426K	0.02%	406
2020 Q3	$650K	Hold	25,223	–	–	0.05%	217
2020 Q2	$545K	Hold	25,223	–	–	0.04%	235
2020 Q1	$431K	Hold	25,223	–	–	0.04%	228
2019 Q4	$522K	Hold	25,223	–	–	0.05%	260
2019 Q3	$571K	Buy	+25,223	New	+$521K	0.05%	234

Other funds holding ECHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

HBK Sorce Advisory's ECHO Position: Q3 2021 in Review

HBK Sorce Advisory sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2021, closing a stake of 7,089 shares — an estimated $218K sold.

HBK Sorce Advisory first reported a position in ECHO in Q3 2019 and held it in 8 quarters. The position peaked at $650K in Q3 2020. 180 funds tracked by Wall St. Rank hold ECHO as of Q3 2021.

HBK Sorce Advisory reported no remaining Echo Global Logistics, Inc. position as of Q3 2021 after selling out during the quarter.
HBK Sorce Advisory sold 7,089 Echo Global Logistics, Inc. shares in Q3 2021, an estimated $218K.
HBK Sorce Advisory first reported a position in Echo Global Logistics, Inc. in Q3 2019 and held it in 8 quarters.
HBK Sorce Advisory's Echo Global Logistics, Inc. position peaked at $650K in Q3 2020.
180 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2021.

Based on HBK Sorce Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.