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

MSI 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
2016 Q4	$3K	Sell	132 -1	-0.8%	-$24	﹤0.01%	3403
2016 Q3	$3K	Buy	133 +1	+0.8%	+$24	﹤0.01%	3398
2016 Q2	$3K	Hold	132	–	–	﹤0.01%	3415
2016 Q1	$4K	Hold	132	–	–	﹤0.01%	3303
2015 Q4	$3K	Buy	132 +62	+89%	+$1.37K	﹤0.01%	3358
2015 Q3	$1K	Buy	+70	New	+$1.87K	﹤0.01%	3048

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 $481B AUM 30.42% 1-Year Est. Return

JHIU

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EAM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

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

MSI Financial Services's ECHO Position: Q4 2016 in Review

MSI Financial Services reduced its Echo Global Logistics, Inc. (ECHO) stake by 0.75% in Q4 2016, selling an estimated $24 and leaving 132 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #3403.

MSI Financial Services first reported a position in ECHO in Q3 2015 and has held it in 6 quarters since. The position peaked at $4K in Q1 2016. 150 funds tracked by Wall St. Rank hold ECHO as of Q4 2016.

MSI Financial Services held 132 shares of Echo Global Logistics, Inc. worth $3K as of Q4 2016.
MSI Financial Services sold 1 Echo Global Logistics, Inc. share in Q4 2016, an estimated $24.
Echo Global Logistics, Inc. made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3403 holding.
MSI Financial Services first reported a position in Echo Global Logistics, Inc. in Q3 2015 and has held it in 6 quarters since.
MSI Financial Services's Echo Global Logistics, Inc. position peaked at $4K in Q1 2016.
150 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.