IA
ECHO

IFP Advisors’s Echo Global Logistics, Inc. ECHO Stock Holding History

IFP Advisors’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
2019
Q1 		– Sell
-168
Closed -$3K – 3699
2018
Q4 		$3K Sell
168
-37
-18% -$923 ﹤0.01% 3095
2018
Q3 		$6K Buy
205
+168
+454% +$5.47K ﹤0.01% 3164
2018
Q2 		$1K Sell
37
-62
-63% -$1.77K ﹤0.01% 3810
2018
Q1 		$3K Hold
99
– – ﹤0.01% 3436
2017
Q4 		$3K Hold
99
– – ﹤0.01% 3487
2017
Q3 		$2K Sell
99
-138
-58% -$2.26K ﹤0.01% 3823
2017
Q2 		$5K Buy
237
+138
+139% +$2.69K ﹤0.01% 3445
2017
Q1 		$2K Hold
99
– – ﹤0.01% 3722
2016
Q4 		$2K Sell
99
-156
-61% -$3.8K ﹤0.01% 3702
2016
Q3 		$6K Hold
255
– – ﹤0.01% 3170
2016
Q2 		$6K Buy
+255
New +$6.02K ﹤0.01% 3081
2016
Q1 		– Sell
-80
Closed -$2K – 3689
2015
Q4 		$2K Buy
+80
New +$1.76K ﹤0.01% 3398

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFP Advisors's ECHO Position: Q1 2019 in Review

IFP Advisors sold out of Echo Global Logistics, Inc. (ECHO) in Q1 2019, closing a stake of 168 shares — an estimated $3K sold.

IFP Advisors first reported a position in ECHO in Q4 2015 and held it in 12 quarters. The position peaked at $6K in Q3 2018. 183 funds tracked by Wall St. Rank hold ECHO as of Q1 2019.

  • IFP Advisors reported no remaining Echo Global Logistics, Inc. position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 168 Echo Global Logistics, Inc. shares in Q1 2019, an estimated $3K.
  • IFP Advisors first reported a position in Echo Global Logistics, Inc. in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's Echo Global Logistics, Inc. position peaked at $6K in Q3 2018.
  • 183 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.