SSWM
ECHO

Sheets Smith Wealth Management’s Echo Global Logistics, Inc. ECHO Stock Holding History

Sheets Smith Wealth Management’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
Q1 		– Sell
-17,856
Closed -$521K – 264
2014
Q4 		$521K Sell
17,856
-131
-0.7% -$3.5K 0.14% 171
2014
Q3 		$424K Buy
+17,987
New +$416K 0.12% 177

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Sheets Smith Wealth Management's ECHO Position: Q1 2015 in Review

Sheets Smith Wealth Management sold out of Echo Global Logistics, Inc. (ECHO) in Q1 2015, closing a stake of 17,856 shares — an estimated $521K sold.

Sheets Smith Wealth Management first reported a position in ECHO in Q3 2014 and held it in 2 quarters. The position peaked at $521K in Q4 2014. 121 funds tracked by Wall St. Rank hold ECHO as of Q1 2015.

  • Sheets Smith Wealth Management reported no remaining Echo Global Logistics, Inc. position as of Q1 2015 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 17,856 Echo Global Logistics, Inc. shares in Q1 2015, an estimated $521K.
  • Sheets Smith Wealth Management first reported a position in Echo Global Logistics, Inc. in Q3 2014 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Echo Global Logistics, Inc. position peaked at $521K in Q4 2014.
  • 121 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q1 2015.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2015, filed 5 May 2015.