IPC
ECHO

Independent Portfolio Consultants’s Echo Global Logistics, Inc. ECHO Stock Holding History

Independent Portfolio Consultants’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
2015
Q3 		– Sell
-260
Closed -$8K – 886
2015
Q2 		$8K Sell
260
-275
-51% -$8.34K ﹤0.01% 785
2015
Q1 		$15K Buy
535
+185
+53% +$5.05K ﹤0.01% 703
2014
Q4 		$10K Buy
350
+60
+21% +$1.6K ﹤0.01% 720
2014
Q3 		$7K Buy
+290
New +$6.71K ﹤0.01% 779

Other funds holding ECHO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Portfolio Consultants's ECHO Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2015, closing a stake of 260 shares — an estimated $8K sold.

Independent Portfolio Consultants first reported a position in ECHO in Q3 2014 and held it in 4 quarters. The position peaked at $15K in Q1 2015. 150 funds tracked by Wall St. Rank hold ECHO as of Q3 2015.

  • Independent Portfolio Consultants reported no remaining Echo Global Logistics, Inc. position as of Q3 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 260 Echo Global Logistics, Inc. shares in Q3 2015, an estimated $8K.
  • Independent Portfolio Consultants first reported a position in Echo Global Logistics, Inc. in Q3 2014 and held it in 4 quarters.
  • Independent Portfolio Consultants's Echo Global Logistics, Inc. position peaked at $15K in Q1 2015.
  • 150 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.