IWM
ECHO

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

IHT 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
2018
Q2 		– Sell
-400
Closed -$11K – 1500
2018
Q1 		$11K Hold
400
– – ﹤0.01% 1170
2017
Q4 		$11K Hold
400
– – ﹤0.01% 1181
2017
Q3 		$8K Buy
+400
New +$6.55K ﹤0.01% 1017

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IHT Wealth Management's ECHO Position: Q2 2018 in Review

IHT Wealth Management sold out of Echo Global Logistics, Inc. (ECHO) in Q2 2018, closing a stake of 400 shares — an estimated $11K sold.

IHT Wealth Management first reported a position in ECHO in Q3 2017 and held it in 3 quarters. The position peaked at $11K in Q1 2018. 195 funds tracked by Wall St. Rank hold ECHO as of Q2 2018.

  • IHT Wealth Management reported no remaining Echo Global Logistics, Inc. position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 400 Echo Global Logistics, Inc. shares in Q2 2018, an estimated $11K.
  • IHT Wealth Management first reported a position in Echo Global Logistics, Inc. in Q3 2017 and held it in 3 quarters.
  • IHT Wealth Management's Echo Global Logistics, Inc. position peaked at $11K in Q1 2018.
  • 195 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.