NIP
ECHO

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

Nicholas Investment Partners’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
Q1 		– Sell
-45,925
Closed -$1.15M – 305
2016
Q4 		$1.15M Sell
45,925
-93,190
-67% -$2.27M 0.09% 250
2016
Q3 		$3.21M Hold
139,115
– – 0.21% 189
2016
Q2 		$3.12M Sell
139,115
-108,117
-44% -$2.55M 0.22% 191
2016
Q1 		$6.71M Buy
247,232
+94,397
+62% +$2.25M 0.49% 42
2015
Q4 		$3.12M Buy
152,835
+1,086
+0.7% +$24K 0.22% 199
2015
Q3 		$2.97M Buy
151,749
+56,017
+59% +$1.5M 0.21% 197
2015
Q2 		$3.13M Sell
95,732
-27,063
-22% -$821K 0.2% 208
2015
Q1 		$3.35M Buy
122,795
+13,803
+13% +$377K 0.21% 205
2014
Q4 		$3.18M Buy
108,992
+270
+0.2% +$7.22K 0.2% 195
2014
Q3 		$2.56M Buy
+108,722
New +$2.52M 0.16% 210

Other funds holding ECHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
LM
Luminus Management Houston, Texas $166M AUM 75.95% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Nicholas Investment Partners's ECHO Position: Q1 2017 in Review

Nicholas Investment Partners sold out of Echo Global Logistics, Inc. (ECHO) in Q1 2017, closing a stake of 45,925 shares — an estimated $1.15M sold.

Nicholas Investment Partners first reported a position in ECHO in Q3 2014 and held it in 10 quarters. The position peaked at $6.71M in Q1 2016. 135 funds tracked by Wall St. Rank hold ECHO as of Q1 2017.

  • Nicholas Investment Partners reported no remaining Echo Global Logistics, Inc. position as of Q1 2017 after selling out during the quarter.
  • Nicholas Investment Partners sold 45,925 Echo Global Logistics, Inc. shares in Q1 2017, an estimated $1.15M.
  • Nicholas Investment Partners first reported a position in Echo Global Logistics, Inc. in Q3 2014 and held it in 10 quarters.
  • Nicholas Investment Partners's Echo Global Logistics, Inc. position peaked at $6.71M in Q1 2016.
  • 135 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q1 2017.

Based on Nicholas Investment Partners's 13F filing for Q1 2017, filed 15 May 2017.