PC
ECHO

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

Palo Capital’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
2016
Q3 		– Sell
-19,218
Closed -$430K – 213
2016
Q2 		$430K Buy
19,218
+11,821
+160% +$279K 0.15% 124
2016
Q1 		$201K Buy
+7,397
New +$176K 0.16% 144

Other funds holding ECHO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Palo Capital's ECHO Position: Q3 2016 in Review

Palo Capital sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2016, closing a stake of 19,218 shares — an estimated $430K sold.

Palo Capital first reported a position in ECHO in Q1 2016 and held it in 2 quarters. The position peaked at $430K in Q2 2016. 156 funds tracked by Wall St. Rank hold ECHO as of Q3 2016.

  • Palo Capital reported no remaining Echo Global Logistics, Inc. position as of Q3 2016 after selling out during the quarter.
  • Palo Capital sold 19,218 Echo Global Logistics, Inc. shares in Q3 2016, an estimated $430K.
  • Palo Capital first reported a position in Echo Global Logistics, Inc. in Q1 2016 and held it in 2 quarters.
  • Palo Capital's Echo Global Logistics, Inc. position peaked at $430K in Q2 2016.
  • 156 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2016.

Based on Palo Capital's 13F filing for Q3 2016, filed 20 Oct 2016.