Ladenburg Thalmann Financial Services’s Echo Global Logistics, Inc. ECHO Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$8K	Buy	426 +175	+70%	+$3.65K	﹤0.01%	4607
2019 Q3	$6K	Sell	251 -1	-0.4%	-$21	﹤0.01%	4646
2019 Q2	$6K	Sell	252 -1,105	-81%	-$24.5K	﹤0.01%	4676
2019 Q1	$33K	Sell	1,357 -92	-6%	-$2.17K	﹤0.01%	3696
2018 Q4	$30K	Buy	1,449 +514	+55%	+$12.8K	﹤0.01%	3631
2018 Q3	$29K	Buy	935 +846	+951%	+$27.5K	﹤0.01%	3678
2018 Q2	$2K	Hold	89	–	–	﹤0.01%	4913
2018 Q1	$2K	Sell	89 -30	-25%	-$842	﹤0.01%	4913
2017 Q4	$3K	Buy	+119	New	+$2.85K	﹤0.01%	4728
2017 Q2	–	Sell	-500	Closed	-$13K	–	5017
2017 Q1	$13K	Sell	500 -23	-4%	-$529	﹤0.01%	3855
2016 Q4	$13K	Sell	523 -686	-57%	-$16.7K	﹤0.01%	3749
2016 Q3	$28K	Sell	1,209 -559	-32%	-$13.7K	﹤0.01%	3187
2016 Q2	$40K	Buy	1,768 +718	+68%	+$17K	﹤0.01%	2862
2016 Q1	$29K	Buy	1,050 +800	+320%	+$19.1K	﹤0.01%	3000
2015 Q4	$5K	Buy	+250	New	+$5.52K	﹤0.01%	4072

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ECHO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Echo Global Logistics, Inc. (ECHO) stake by 70% in Q4 2019, buying an estimated $3.65K and bringing the position to 426 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #4607.

Ladenburg Thalmann Financial Services first reported a position in ECHO in Q4 2015 and has held it in 15 quarters since. The position peaked at $40K in Q2 2016. 142 funds tracked by Wall St. Rank hold ECHO as of Q4 2019.

Ladenburg Thalmann Financial Services held 426 shares of Echo Global Logistics, Inc. worth $8K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 175 Echo Global Logistics, Inc. shares in Q4 2019, an estimated $3.65K.
Echo Global Logistics, Inc. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4607 holding.
Ladenburg Thalmann Financial Services first reported a position in Echo Global Logistics, Inc. in Q4 2015 and has held it in 15 quarters since.
Ladenburg Thalmann Financial Services's Echo Global Logistics, Inc. position peaked at $40K in Q2 2016.
142 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.