Kerrisdale Advisers’s Echo Global Logistics, Inc. ECHO Stock Holding History

Kerrisdale Advisers’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
2016 Q4	–	Sell	-29,677	Closed	-$684K	–	24
2016 Q3	$684K	Sell	29,677 -303,302	-91%	-$7.41M	0.44%	20
2016 Q2	$7.46M	Buy	332,979 +104,880	+46%	+$2.48M	2.02%	18
2016 Q1	$6.2M	Buy	+228,099	New	+$5.44M	1.06%	27
2015 Q4	–	Sell	-25,948	Closed	-$509K	–	56
2015 Q3	$509K	Buy	+25,948	New	+$693K	0.15%	32

Other funds holding ECHO

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kerrisdale Advisers's ECHO Position: Q4 2016 in Review

Kerrisdale Advisers sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2016, closing a stake of 29,677 shares — an estimated $684K sold.

Kerrisdale Advisers first reported a position in ECHO in Q3 2015 and held it in 4 quarters. The position peaked at $7.46M in Q2 2016. 150 funds tracked by Wall St. Rank hold ECHO as of Q4 2016.

Kerrisdale Advisers reported no remaining Echo Global Logistics, Inc. position as of Q4 2016 after selling out during the quarter.
Kerrisdale Advisers sold 29,677 Echo Global Logistics, Inc. shares in Q4 2016, an estimated $684K.
Kerrisdale Advisers first reported a position in Echo Global Logistics, Inc. in Q3 2015 and held it in 4 quarters.
Kerrisdale Advisers's Echo Global Logistics, Inc. position peaked at $7.46M in Q2 2016.
150 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2016.

Based on Kerrisdale Advisers's 13F filing for Q4 2016, filed 14 Feb 2017.