MYIA
ECHO

Mount Yale Investment Advisors’s Echo Global Logistics, Inc. ECHO Stock Holding History

Mount Yale Investment Advisors’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
Q4 		– Sell
-3,911
Closed -$104K – 868
2018
Q3 		$104K Buy
3,911
+3,354
+602% +$109K 0.02% 431
2018
Q2 		$16K Hold
557
– – ﹤0.01% 835
2018
Q1 		$15K Buy
+557
New +$15.6K ﹤0.01% 816

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado Denver, Colorado $25.5B AUM 28.85% 1-Year Est. Return

Mount Yale Investment Advisors's ECHO Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2018, closing a stake of 3,911 shares — an estimated $104K sold.

Mount Yale Investment Advisors first reported a position in ECHO in Q1 2018 and held it in 3 quarters. The position peaked at $104K in Q3 2018. 195 funds tracked by Wall St. Rank hold ECHO as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Echo Global Logistics, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,911 Echo Global Logistics, Inc. shares in Q4 2018, an estimated $104K.
  • Mount Yale Investment Advisors first reported a position in Echo Global Logistics, Inc. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Echo Global Logistics, Inc. position peaked at $104K in Q3 2018.
  • 195 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.