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

Optimum Investment 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 Q1	$14K	Hold	500	–	–	﹤0.01%	760
2014 Q4	$15K	Hold	500	–	–	﹤0.01%	788
2014 Q3	$12K	Hold	500	–	–	﹤0.01%	741
2014 Q2	$10K	Hold	500	–	–	﹤0.01%	775
2014 Q1	$9K	Hold	500	–	–	﹤0.01%	616
2013 Q4	$11K	Hold	500	–	–	﹤0.01%	608
2013 Q3	$10K	Buy	+500	New	+$10.5K	﹤0.01%	584

Other funds holding ECHO

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TAM

Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return

CRCP

Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Optimum Investment Advisors's ECHO Position: Q1 2015 in Review

Optimum Investment Advisors held its Echo Global Logistics, Inc. (ECHO) position steady in Q1 2015 at 500 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Optimum Investment Advisors first reported a position in ECHO in Q3 2013 and has held it in 7 quarters since. The position peaked at $15K in Q4 2014. 121 funds tracked by Wall St. Rank hold ECHO as of Q1 2015.

Optimum Investment Advisors held 500 shares of Echo Global Logistics, Inc. worth $14K as of Q1 2015.
Optimum Investment Advisors left its Echo Global Logistics, Inc. share count unchanged in Q1 2015.
Echo Global Logistics, Inc. made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #760 holding.
Optimum Investment Advisors first reported a position in Echo Global Logistics, Inc. in Q3 2013 and has held it in 7 quarters since.
Optimum Investment Advisors's Echo Global Logistics, Inc. position peaked at $15K in Q4 2014.
121 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.