SIA
ECHO

Sit Investment Associates’s Echo Global Logistics, Inc. ECHO Stock Holding History

Sit Investment Associates’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
2017
Q3 		– Sell
-7,550
Closed -$150K – 679
2017
Q2 		$150K Sell
7,550
-18,150
-71% -$353K ﹤0.01% 487
2017
Q1 		$549K Sell
25,700
-3,900
-13% -$89.7K 0.01% 407
2016
Q4 		$741K Hold
29,600
– – 0.02% 359
2016
Q3 		$683K Hold
29,600
– – 0.02% 337
2016
Q2 		$664K Buy
29,600
+13,750
+87% +$325K 0.02% 341
2016
Q1 		$430K Buy
+15,850
New +$378K 0.01% 359

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
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sit Investment Associates's ECHO Position: Q3 2017 in Review

Sit Investment Associates sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2017, closing a stake of 7,550 shares — an estimated $150K sold.

Sit Investment Associates first reported a position in ECHO in Q1 2016 and held it in 6 quarters. The position peaked at $741K in Q4 2016. 130 funds tracked by Wall St. Rank hold ECHO as of Q3 2017.

  • Sit Investment Associates reported no remaining Echo Global Logistics, Inc. position as of Q3 2017 after selling out during the quarter.
  • Sit Investment Associates sold 7,550 Echo Global Logistics, Inc. shares in Q3 2017, an estimated $150K.
  • Sit Investment Associates first reported a position in Echo Global Logistics, Inc. in Q1 2016 and held it in 6 quarters.
  • Sit Investment Associates's Echo Global Logistics, Inc. position peaked at $741K in Q4 2016.
  • 130 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2017.

Based on Sit Investment Associates's 13F filing for Q3 2017, filed 18 Oct 2017.