SHIM
ECHO

Spruce House Investment Management’s Echo Global Logistics, Inc. ECHO Stock Holding History

Spruce House Investment 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
Q3 		– Sell
-1,100,000
Closed -$35.9M – 10
2015
Q2 		$35.9M Buy
+1,100,000
New +$33.4M 7.09% 6

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spruce House Investment Management's ECHO Position: Q3 2015 in Review

Spruce House Investment Management sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2015, closing a stake of 1,100,000 shares — an estimated $35.9M sold.

Spruce House Investment Management first reported a position in ECHO in Q2 2015 and held it in 1 quarter. The position peaked at $35.9M in Q2 2015. 150 funds tracked by Wall St. Rank hold ECHO as of Q3 2015.

  • Spruce House Investment Management reported no remaining Echo Global Logistics, Inc. position as of Q3 2015 after selling out during the quarter.
  • Spruce House Investment Management sold 1,100,000 Echo Global Logistics, Inc. shares in Q3 2015, an estimated $35.9M.
  • Spruce House Investment Management first reported a position in Echo Global Logistics, Inc. in Q2 2015 and held it in 1 quarter.
  • Spruce House Investment Management's Echo Global Logistics, Inc. position peaked at $35.9M in Q2 2015.
  • 150 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2015.

Based on Spruce House Investment Management's 13F filing for Q3 2015, filed 13 Nov 2015.