OA
ECHO

OFI Advisors’s Echo Global Logistics, Inc. ECHO Stock Holding History

OFI Advisors’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
2015
Q3 		$624K Buy
31,815
+10,471
+49% +$280K 0.04% 574
2015
Q2 		$697K Buy
+21,344
New +$648K 0.04% 562

Other funds holding ECHO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 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
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OFI Advisors's ECHO Position: Q3 2015 in Review

OFI Advisors increased its Echo Global Logistics, Inc. (ECHO) stake by 49% in Q3 2015, buying an estimated $280K and bringing the position to 31,815 shares worth $624K. The position accounts for 0.04% of the portfolio, ranked #574.

OFI Advisors first reported a position in ECHO in Q2 2015 and has held it in 2 quarters since. The position peaked at $697K in Q2 2015. 150 funds tracked by Wall St. Rank hold ECHO as of Q3 2015.

  • OFI Advisors held 31,815 shares of Echo Global Logistics, Inc. worth $624K as of Q3 2015.
  • OFI Advisors bought 10,471 Echo Global Logistics, Inc. shares in Q3 2015, an estimated $280K.
  • Echo Global Logistics, Inc. made up 0.04% of OFI Advisors's portfolio in Q3 2015, its #574 holding.
  • OFI Advisors first reported a position in Echo Global Logistics, Inc. in Q2 2015 and has held it in 2 quarters since.
  • OFI Advisors's Echo Global Logistics, Inc. position peaked at $697K in Q2 2015.
  • 150 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.