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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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.