RWA
ECHO

Ropes Wealth Advisors’s Echo Global Logistics, Inc. ECHO Stock Holding History

Ropes Wealth 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
2015
Q4 		– Sell
-1,885
Closed -$37K – 540
2015
Q3 		$37K Buy
+1,885
New +$50.4K 0.02% 279

Other funds holding ECHO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Ropes Wealth Advisors's ECHO Position: Q4 2015 in Review

Ropes Wealth Advisors sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2015, closing a stake of 1,885 shares — an estimated $37K sold.

Ropes Wealth Advisors first reported a position in ECHO in Q3 2015 and held it in 1 quarter. The position peaked at $37K in Q3 2015. 156 funds tracked by Wall St. Rank hold ECHO as of Q4 2015.

  • Ropes Wealth Advisors reported no remaining Echo Global Logistics, Inc. position as of Q4 2015 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,885 Echo Global Logistics, Inc. shares in Q4 2015, an estimated $37K.
  • Ropes Wealth Advisors first reported a position in Echo Global Logistics, Inc. in Q3 2015 and held it in 1 quarter.
  • Ropes Wealth Advisors's Echo Global Logistics, Inc. position peaked at $37K in Q3 2015.
  • 156 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2015.

Based on Ropes Wealth Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.