SIP
ECHO

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

Stoneridge Investment Partners’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
-21,102
Closed -$420K – 300
2017
Q2 		$420K Sell
21,102
-52,302
-71% -$1.02M 0.06% 168
2017
Q1 		$1.57M Buy
+73,404
New +$1.69M 0.21% 141

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

Stoneridge Investment Partners's ECHO Position: Q3 2017 in Review

Stoneridge Investment Partners sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2017, closing a stake of 21,102 shares — an estimated $420K sold.

Stoneridge Investment Partners first reported a position in ECHO in Q1 2017 and held it in 2 quarters. The position peaked at $1.57M in Q1 2017. 130 funds tracked by Wall St. Rank hold ECHO as of Q3 2017.

  • Stoneridge Investment Partners reported no remaining Echo Global Logistics, Inc. position as of Q3 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 21,102 Echo Global Logistics, Inc. shares in Q3 2017, an estimated $420K.
  • Stoneridge Investment Partners first reported a position in Echo Global Logistics, Inc. in Q1 2017 and held it in 2 quarters.
  • Stoneridge Investment Partners's Echo Global Logistics, Inc. position peaked at $1.57M in Q1 2017.
  • 130 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2017.

Based on Stoneridge Investment Partners's 13F filing for Q3 2017, filed 2 Nov 2017.