PFWA
ECHO

Paces Ferry Wealth Advisors’s Echo Global Logistics, Inc. ECHO Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-39
Closed -$1K – 1258
2020
Q3 		$1K Buy
+39
New +$1K ﹤0.01% 1048

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Paces Ferry Wealth Advisors's ECHO Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2020, closing a stake of 39 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in ECHO in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 149 funds tracked by Wall St. Rank hold ECHO as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Echo Global Logistics, Inc. position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 39 Echo Global Logistics, Inc. shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Echo Global Logistics, Inc. in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Echo Global Logistics, Inc. position peaked at $1K in Q3 2020.
  • 149 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.