RWG
ECHO

Regal Wealth Group’s Echo Global Logistics, Inc. ECHO Stock Holding History

Regal Wealth Group’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
Q4 		– Sell
-72
Closed -$2K – 193
2016
Q3 		$2K Hold
72
– – ﹤0.01% 186
2016
Q2 		$2K Hold
72
– – ﹤0.01% 196
2016
Q1 		$2K Hold
72
– – ﹤0.01% 177
2015
Q4 		$1K Buy
+72
New +$1.59K ﹤0.01% 183

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Regal Wealth Group's ECHO Position: Q4 2016 in Review

Regal Wealth Group sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2016, closing a stake of 72 shares — an estimated $2K sold.

Regal Wealth Group first reported a position in ECHO in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 149 funds tracked by Wall St. Rank hold ECHO as of Q4 2016.

  • Regal Wealth Group reported no remaining Echo Global Logistics, Inc. position as of Q4 2016 after selling out during the quarter.
  • Regal Wealth Group sold 72 Echo Global Logistics, Inc. shares in Q4 2016, an estimated $2K.
  • Regal Wealth Group first reported a position in Echo Global Logistics, Inc. in Q4 2015 and held it in 4 quarters.
  • Regal Wealth Group's Echo Global Logistics, Inc. position peaked at $2K in Q3 2016.
  • 149 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2016.

Based on Regal Wealth Group's 13F filing for Q4 2016, filed 9 Aug 2017.