NC
ECHO

Nicholas Company’s Echo Global Logistics, Inc. ECHO Stock Holding History

Nicholas Company’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
-58,750
Closed -$1.35M – 227
2016
Q3 		$1.35M Sell
58,750
-50,695
-46% -$1.24M 0.03% 196
2016
Q2 		$2.45M Hold
109,445
– – 0.05% 185
2016
Q1 		$2.97M Buy
109,445
+1,350
+1% +$32.2K 0.06% 172
2015
Q4 		$2.2M Hold
108,095
– – 0.04% 185
2015
Q3 		$2.12M Sell
108,095
-460
-0.4% -$12.3K 0.04% 189
2015
Q2 		$3.54M Sell
108,555
-15,000
-12% -$455K 0.06% 183
2015
Q1 		$3.37M Hold
123,555
– – 0.06% 190
2014
Q4 		$3.61M Hold
123,555
– – 0.07% 184
2014
Q3 		$2.91M Sell
123,555
-15,320
-11% -$355K 0.07% 196
2014
Q2 		$2.66M Sell
138,875
-475
-0.3% -$8.71K 0.06% 206
2014
Q1 		$2.55M Buy
139,350
+85
+0.1% +$1.56K 0.06% 211
2013
Q4 		$2.99M Hold
139,265
– – 0.07% 206
2013
Q3 		$2.92M Sell
139,265
-195
-0.1% -$4.11K 0.08% 204
2013
Q2 		$2.72M Buy
+139,460
New +$2.64M 0.08% 202

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

Nicholas Company's ECHO Position: Q4 2016 in Review

Nicholas Company sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2016, closing a stake of 58,750 shares — an estimated $1.35M sold.

Nicholas Company first reported a position in ECHO in Q2 2013 and held it in 14 quarters. The position peaked at $3.61M in Q4 2014. 149 funds tracked by Wall St. Rank hold ECHO as of Q4 2016.

  • Nicholas Company reported no remaining Echo Global Logistics, Inc. position as of Q4 2016 after selling out during the quarter.
  • Nicholas Company sold 58,750 Echo Global Logistics, Inc. shares in Q4 2016, an estimated $1.35M.
  • Nicholas Company first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 14 quarters.
  • Nicholas Company's Echo Global Logistics, Inc. position peaked at $3.61M in Q4 2014.
  • 149 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2016.

Based on Nicholas Company's 13F filing for Q4 2016, filed 13 Feb 2017.