NC
ECHO

NewSquare Capital’s Echo Global Logistics, Inc. ECHO Stock Holding History

NewSquare Capital’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
-92
Closed -$2K – 479
2016
Q3 		$2K Buy
+92
New +$2.25K ﹤0.01% 461

Other funds holding ECHO

WA
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewSquare Capital's ECHO Position: Q4 2016 in Review

NewSquare Capital sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2016, closing a stake of 92 shares — an estimated $2K sold.

NewSquare Capital first reported a position in ECHO in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 150 funds tracked by Wall St. Rank hold ECHO as of Q4 2016.

  • NewSquare Capital reported no remaining Echo Global Logistics, Inc. position as of Q4 2016 after selling out during the quarter.
  • NewSquare Capital sold 92 Echo Global Logistics, Inc. shares in Q4 2016, an estimated $2K.
  • NewSquare Capital first reported a position in Echo Global Logistics, Inc. in Q3 2016 and held it in 1 quarter.
  • NewSquare Capital's Echo Global Logistics, Inc. position peaked at $2K in Q3 2016.
  • 150 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2016.

Based on NewSquare Capital's 13F filing for Q4 2016, filed 1 Feb 2017.