LM
ECHO

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

Luminus 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
2017
Q4 		– Sell
-1,625,852
Closed -$30.6M – 186
2017
Q3 		$30.6M Buy
1,625,852
+330,902
+26% +$5.42M 0.81% 29
2017
Q2 		$25.8M Buy
1,294,950
+240,100
+23% +$4.67M 0.54% 56
2017
Q1 		$22.5M Buy
1,054,850
+534,687
+103% +$12.3M 0.58% 44
2016
Q4 		$13M Buy
+520,163
New +$12.7M 0.29% 69
2016
Q1 		– Sell
-1,090,345
Closed -$22.2M – 155
2015
Q4 		$22.2M Buy
1,090,345
+576,100
+112% +$12.7M 0.83% 33
2015
Q3 		$10.1M Buy
+514,245
New +$13.7M 0.31% 58

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Luminus Management's ECHO Position: Q4 2017 in Review

Luminus Management sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2017, closing a stake of 1,625,852 shares — an estimated $30.6M sold.

Luminus Management first reported a position in ECHO in Q3 2015 and held it in 6 quarters. The position peaked at $30.6M in Q3 2017. 169 funds tracked by Wall St. Rank hold ECHO as of Q4 2017.

  • Luminus Management reported no remaining Echo Global Logistics, Inc. position as of Q4 2017 after selling out during the quarter.
  • Luminus Management sold 1,625,852 Echo Global Logistics, Inc. shares in Q4 2017, an estimated $30.6M.
  • Luminus Management first reported a position in Echo Global Logistics, Inc. in Q3 2015 and held it in 6 quarters.
  • Luminus Management's Echo Global Logistics, Inc. position peaked at $30.6M in Q3 2017.
  • 169 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2017.

Based on Luminus Management's 13F filing for Q4 2017, filed 14 Feb 2018.