NB
ECHO

Nicolet Bankshares’s Echo Global Logistics, Inc. ECHO Stock Holding History

Nicolet Bankshares’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
2019
Q2 		– Sell
-8,755
Closed -$217K – 180
2019
Q1 		$217K Buy
+8,755
New +$207K 0.09% 162
2018
Q4 		– Sell
-9,010
Closed -$279K – 183
2018
Q3 		$279K Sell
9,010
-1,025
-10% -$33.4K 0.11% 148
2018
Q2 		$294K Sell
10,035
-270
-3% -$7.72K 0.12% 143
2018
Q1 		$284K Sell
10,305
-3,075
-23% -$86.3K 0.12% 145
2017
Q4 		$375K Sell
13,380
-350
-3% -$8.4K 0.16% 122
2017
Q3 		$259K Buy
13,730
+2,725
+25% +$44.6K 0.12% 152
2017
Q2 		$219K Buy
11,005
+150
+1% +$2.92K 0.1% 159
2017
Q1 		$232K Buy
10,855
+650
+6% +$14.9K 0.12% 143
2016
Q4 		$256K Hold
10,205
– – 0.14% 133
2016
Q3 		$235K Sell
10,205
-350
-3% -$8.55K 0.14% 140
2016
Q2 		$237K Buy
10,555
+100
+1% +$2.36K 0.16% 126
2016
Q1 		$284K Buy
10,455
+100
+1% +$2.38K 0.2% 104
2015
Q4 		$228K Buy
+10,355
New +$228K 0.23% 118

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nicolet Bankshares's ECHO Position: Q2 2019 in Review

Nicolet Bankshares sold out of Echo Global Logistics, Inc. (ECHO) in Q2 2019, closing a stake of 8,755 shares — an estimated $217K sold.

Nicolet Bankshares first reported a position in ECHO in Q4 2015 and held it in 13 quarters. The position peaked at $375K in Q4 2017. 158 funds tracked by Wall St. Rank hold ECHO as of Q2 2019.

  • Nicolet Bankshares reported no remaining Echo Global Logistics, Inc. position as of Q2 2019 after selling out during the quarter.
  • Nicolet Bankshares sold 8,755 Echo Global Logistics, Inc. shares in Q2 2019, an estimated $217K.
  • Nicolet Bankshares first reported a position in Echo Global Logistics, Inc. in Q4 2015 and held it in 13 quarters.
  • Nicolet Bankshares's Echo Global Logistics, Inc. position peaked at $375K in Q4 2017.
  • 158 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q2 2019.

Based on Nicolet Bankshares's 13F filing for Q2 2019, filed 30 Jul 2019.