SPIA
ECHO

Steward Partners Investment Advisory’s Echo Global Logistics, Inc. ECHO Stock Holding History

Steward Partners Investment Advisory’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
2021
Q1 		– Sell
-144
Closed -$4K – 3530
2020
Q4 		$4K Hold
144
– – ﹤0.01% 2601
2020
Q3 		$4K Hold
144
– – ﹤0.01% 2461
2020
Q2 		$3K Buy
+144
New +$2.71K ﹤0.01% 2444

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 $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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Steward Partners Investment Advisory's ECHO Position: Q1 2021 in Review

Steward Partners Investment Advisory sold out of Echo Global Logistics, Inc. (ECHO) in Q1 2021, closing a stake of 144 shares — an estimated $4K sold.

Steward Partners Investment Advisory first reported a position in ECHO in Q2 2020 and held it in 3 quarters. The position peaked at $4K in Q4 2020. 161 funds tracked by Wall St. Rank hold ECHO as of Q1 2021.

  • Steward Partners Investment Advisory reported no remaining Echo Global Logistics, Inc. position as of Q1 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 144 Echo Global Logistics, Inc. shares in Q1 2021, an estimated $4K.
  • Steward Partners Investment Advisory first reported a position in Echo Global Logistics, Inc. in Q2 2020 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Echo Global Logistics, Inc. position peaked at $4K in Q4 2020.
  • 161 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q1 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2021, filed 14 May 2021.