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PMFA
ECHO
Plante Moran Financial Advisors’s
Echo Global Logistics, Inc.
ECHO
Stock Holding History
Plante Moran Financial 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
2018
Q3
–
Sell
-600
Closed
-$18K
–
873
2018
Q2
$18K
Hold
600
–
–
0.01%
490
2018
Q1
$17K
Hold
600
–
–
0.01%
537
2017
Q4
$17K
Sell
600
-400
-40%
-$9.6K
0.01%
526
2017
Q3
$19K
Buy
+1,000
New
+$16.4K
0.01%
473
2016
Q1
–
Sell
-76
Closed
-$2K
–
1081
2015
Q4
$2K
Sell
76
-39,980
-100%
-$882K
﹤0.01%
880
2015
Q3
$785K
Hold
40,056
–
–
0.62%
40
2015
Q2
$1.31M
Sell
40,056
-21,000
-34%
-$637K
0.94%
19
2015
Q1
$1.66M
Sell
61,056
-25,000
-29%
-$683K
1.16%
15
2014
Q4
$2.51M
Sell
86,056
-7,350
-8%
-$196K
1.85%
10
2014
Q3
$2.2M
Sell
93,406
-23,293
-20%
-$539K
1.92%
10
2014
Q2
$2.24M
Buy
116,699
+1,855
+2%
+$34K
2%
12
2014
Q1
$2.1M
Hold
114,844
–
–
2.29%
8
2013
Q4
$2.47M
Hold
114,844
–
–
1.39%
7
2013
Q3
$2.4M
Hold
114,844
–
–
1.47%
7
2013
Q2
$2.24M
Buy
+114,844
New
+$2.18M
1.66%
6
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1-Year Est. Return
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1-Year Est. Return
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$761B AUM
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1-Year Est. Return
State Street
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$2.9T AUM
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1-Year Est. Return
TA
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$81.7B AUM
13.62%
1-Year Est. Return
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$303B AUM
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1-Year Est. Return
RHJA
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$1.8B AUM
36.16%
1-Year Est. Return
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$30.6B AUM
57.44%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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