OCM
ECHO

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

OMT Capital Management’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
Q4 		$2.03M Sell
99,483
-60,957
-38% -$1.34M 3.86% 13
2015
Q3 		$3.15M Buy
160,440
+43,370
+37% +$1.16M 3.84% 11
2015
Q2 		$3.82M Buy
117,070
+20,330
+21% +$617K 4.02% 8
2015
Q1 		$2.64M Sell
96,740
-46,830
-33% -$1.28M 2.39% 25
2014
Q4 		$4.19M Sell
143,570
-103,940
-42% -$2.78M 3.59% 14
2014
Q3 		$5.83M Sell
247,510
-293,550
-54% -$6.8M 3.48% 16
2014
Q2 		$10.4M Sell
541,060
-126,920
-19% -$2.33M 4.57% 8
2014
Q1 		$12.2M Buy
667,980
+177,510
+36% +$3.26M 3.86% 9
2013
Q4 		$10.5M Buy
490,470
+212,670
+77% +$4.27M 3.18% 15
2013
Q3 		$5.82M Sell
277,800
-113,030
-29% -$2.38M 1.92% 27
2013
Q2 		$7.62M Buy
+390,830
New +$7.41M 2.58% 20

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
LM
Luminus Management Houston, Texas $166M AUM 75.95% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

OMT Capital Management's ECHO Position: Q4 2015 in Review

OMT Capital Management reduced its Echo Global Logistics, Inc. (ECHO) stake by 38% in Q4 2015, selling an estimated $1.34M and leaving 99,483 shares worth $2.03M. The position accounts for 3.86% of the portfolio, ranked #13.

OMT Capital Management first reported a position in ECHO in Q2 2013 and has held it in 11 quarters since. The position peaked at $12.2M in Q1 2014. 156 funds tracked by Wall St. Rank hold ECHO as of Q4 2015.

  • OMT Capital Management held 99,483 shares of Echo Global Logistics, Inc. worth $2.03M as of Q4 2015.
  • OMT Capital Management sold 60,957 Echo Global Logistics, Inc. shares in Q4 2015, an estimated $1.34M.
  • Echo Global Logistics, Inc. made up 3.86% of OMT Capital Management's portfolio in Q4 2015, its #13 holding.
  • OMT Capital Management first reported a position in Echo Global Logistics, Inc. in Q2 2013 and has held it in 11 quarters since.
  • OMT Capital Management's Echo Global Logistics, Inc. position peaked at $12.2M in Q1 2014.
  • 156 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2015.

Based on OMT Capital Management's 13F filing for Q4 2015, filed 16 Feb 2016.