PWPS
ECHO

Pinnacle Wealth Planning Services’s Echo Global Logistics, Inc. ECHO Stock Holding History

Pinnacle Wealth Planning 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
2021
Q1 		– Sell
-127
Closed -$4K – 2240
2020
Q4 		$4K Buy
+127
New +$3.58K ﹤0.01% 1782

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
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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's ECHO Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Echo Global Logistics, Inc. (ECHO) in Q1 2021, closing a stake of 127 shares — an estimated $4K sold.

Pinnacle Wealth Planning Services first reported a position in ECHO in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 161 funds tracked by Wall St. Rank hold ECHO as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Echo Global Logistics, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 127 Echo Global Logistics, Inc. shares in Q1 2021, an estimated $4K.
  • Pinnacle Wealth Planning Services first reported a position in Echo Global Logistics, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Echo Global Logistics, Inc. position peaked at $4K in Q4 2020.
  • 161 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.