SFS
ECHO

Sowell Financial Services’s Echo Global Logistics, Inc. ECHO Stock Holding History

Sowell Financial Services’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
Q4 		– Sell
-300
Closed -$8K – 2926
2020
Q3 		$8K Sell
300
-3,027
-91% -$77.7K ﹤0.01% 1893
2020
Q2 		$72K Buy
3,327
+300
+10% +$5.64K ﹤0.01% 1069
2020
Q1 		$52K Buy
+3,027
New +$59K ﹤0.01% 1050

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 $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Sowell Financial Services's ECHO Position: Q4 2020 in Review

Sowell Financial Services sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2020, closing a stake of 300 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in ECHO in Q1 2020 and held it in 3 quarters. The position peaked at $72K in Q2 2020. 149 funds tracked by Wall St. Rank hold ECHO as of Q4 2020.

  • Sowell Financial Services reported no remaining Echo Global Logistics, Inc. position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 300 Echo Global Logistics, Inc. shares in Q4 2020, an estimated $8K.
  • Sowell Financial Services first reported a position in Echo Global Logistics, Inc. in Q1 2020 and held it in 3 quarters.
  • Sowell Financial Services's Echo Global Logistics, Inc. position peaked at $72K in Q2 2020.
  • 149 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.