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

Other funds holding ECHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Plante Moran Financial Advisors's ECHO Position: Q3 2018 in Review

Plante Moran Financial Advisors sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2018, closing a stake of 600 shares — an estimated $18K sold.

Plante Moran Financial Advisors first reported a position in ECHO in Q2 2013 and held it in 15 quarters. The position peaked at $2.51M in Q4 2014. 213 funds tracked by Wall St. Rank hold ECHO as of Q3 2018.

Plante Moran Financial Advisors reported no remaining Echo Global Logistics, Inc. position as of Q3 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 600 Echo Global Logistics, Inc. shares in Q3 2018, an estimated $18K.
Plante Moran Financial Advisors first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 15 quarters.
Plante Moran Financial Advisors's Echo Global Logistics, Inc. position peaked at $2.51M in Q4 2014.
213 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.