PAS
ECHO

Partnervest Advisory Services’s Echo Global Logistics, Inc. ECHO Stock Holding History

Partnervest Advisory Services’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
2013
Q4 		– Sell
-630
Closed -$13K – 1104
2013
Q3 		$13K Buy
630
+45
+8% +$949 0.01% 602
2013
Q2 		$11K Buy
+585
New +$11.1K 0.01% 588

Other funds holding ECHO

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OCM
OMT Capital Management San Francisco, California $52.5M AUM 5.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Partnervest Advisory Services's ECHO Position: Q4 2013 in Review

Partnervest Advisory Services sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2013, closing a stake of 630 shares — an estimated $13K sold.

Partnervest Advisory Services first reported a position in ECHO in Q2 2013 and held it in 2 quarters. The position peaked at $13K in Q3 2013. 110 funds tracked by Wall St. Rank hold ECHO as of Q4 2013.

  • Partnervest Advisory Services reported no remaining Echo Global Logistics, Inc. position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 630 Echo Global Logistics, Inc. shares in Q4 2013, an estimated $13K.
  • Partnervest Advisory Services first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 2 quarters.
  • Partnervest Advisory Services's Echo Global Logistics, Inc. position peaked at $13K in Q3 2013.
  • 110 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2013.

Based on Partnervest Advisory Services's 13F filing for Q4 2013, filed 11 Feb 2014.