Summit Partners Public Asset Management’s Echo Global Logistics, Inc. ECHO Stock Holding History

Summit Partners Public Asset 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
2018 Q3	–	Sell	-126,457	Closed	-$3.7M	–	108
2018 Q2	$3.7M	Sell	126,457 -73,543	-37%	-$2.1M	0.41%	70
2018 Q1	$5.52M	Sell	200,000 -147,500	-42%	-$4.14M	0.78%	49
2017 Q4	$9.73M	Buy	+347,500	New	+$8.34M	1.27%	30
2015 Q3	–	Sell	-250,000	Closed	-$8.16M	–	75
2015 Q2	$8.16M	Buy	+250,000	New	+$7.59M	2.85%	9

Other funds holding ECHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Summit Partners Public Asset Management's ECHO Position: Q3 2018 in Review

Summit Partners Public Asset Management sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2018, closing a stake of 126,457 shares — an estimated $3.7M sold.

Summit Partners Public Asset Management first reported a position in ECHO in Q2 2015 and held it in 4 quarters. The position peaked at $9.73M in Q4 2017. 213 funds tracked by Wall St. Rank hold ECHO as of Q3 2018.

Summit Partners Public Asset Management reported no remaining Echo Global Logistics, Inc. position as of Q3 2018 after selling out during the quarter.
Summit Partners Public Asset Management sold 126,457 Echo Global Logistics, Inc. shares in Q3 2018, an estimated $3.7M.
Summit Partners Public Asset Management first reported a position in Echo Global Logistics, Inc. in Q2 2015 and held it in 4 quarters.
Summit Partners Public Asset Management's Echo Global Logistics, Inc. position peaked at $9.73M in Q4 2017.
213 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2018.

Based on Summit Partners Public Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.