RIL
ECHO

Rothschild Investment LLC’s Echo Global Logistics, Inc. ECHO Stock Holding History

Rothschild Investment LLC’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
2020
Q3 		– Sell
-9,824
Closed -$212K – 459
2020
Q2 		$212K Sell
9,824
-2,526
-20% -$47.5K 0.03% 374
2020
Q1 		$211K Sell
12,350
-2,157
-15% -$42K 0.03% 365
2019
Q4 		$300K Buy
+14,507
New +$303K 0.03% 358

Other funds holding ECHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rothschild Investment LLC's ECHO Position: Q3 2020 in Review

Rothschild Investment LLC sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2020, closing a stake of 9,824 shares — an estimated $212K sold.

Rothschild Investment LLC first reported a position in ECHO in Q4 2019 and held it in 3 quarters. The position peaked at $300K in Q4 2019. 150 funds tracked by Wall St. Rank hold ECHO as of Q3 2020.

  • Rothschild Investment LLC reported no remaining Echo Global Logistics, Inc. position as of Q3 2020 after selling out during the quarter.
  • Rothschild Investment LLC sold 9,824 Echo Global Logistics, Inc. shares in Q3 2020, an estimated $212K.
  • Rothschild Investment LLC first reported a position in Echo Global Logistics, Inc. in Q4 2019 and held it in 3 quarters.
  • Rothschild Investment LLC's Echo Global Logistics, Inc. position peaked at $300K in Q4 2019.
  • 150 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2020.

Based on Rothschild Investment LLC's 13F filing for Q3 2020, filed 22 Oct 2020.