Howe & Rusling’s Echo Global Logistics, Inc. ECHO Stock Holding History

Howe & Rusling’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	–	Sell	-449	Closed	-$10K	–	1056
2017 Q1	$10K	Hold	449	–	–	﹤0.01%	512
2016 Q4	$11K	Sell	449 -61	-12%	-$1.49K	﹤0.01%	488
2016 Q3	$12K	Hold	510	–	–	﹤0.01%	476
2016 Q2	$11K	Buy	+510	New	+$12K	﹤0.01%	475
2014 Q4	–	Sell	-3,418	Closed	-$80K	–	956
2014 Q3	$80K	Sell	3,418 -2,640	-44%	-$61.1K	0.02%	233
2014 Q2	$116K	Sell	6,058 -500	-8%	-$9.17K	0.03%	202
2014 Q1	$120K	Buy	+6,558	New	+$120K	0.03%	194

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.8B AUM 36.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Howe & Rusling's ECHO Position: Q2 2017 in Review

Howe & Rusling sold out of Echo Global Logistics, Inc. (ECHO) in Q2 2017, closing a stake of 449 shares — an estimated $10K sold.

Howe & Rusling first reported a position in ECHO in Q1 2014 and held it in 7 quarters. The position peaked at $120K in Q1 2014. 128 funds tracked by Wall St. Rank hold ECHO as of Q2 2017.

Howe & Rusling reported no remaining Echo Global Logistics, Inc. position as of Q2 2017 after selling out during the quarter.
Howe & Rusling sold 449 Echo Global Logistics, Inc. shares in Q2 2017, an estimated $10K.
Howe & Rusling first reported a position in Echo Global Logistics, Inc. in Q1 2014 and held it in 7 quarters.
Howe & Rusling's Echo Global Logistics, Inc. position peaked at $120K in Q1 2014.
128 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q2 2017.

Based on Howe & Rusling's 13F filing for Q2 2017, filed 13 Jul 2017.