STA
ECHO

Summit Trail Advisors’s Echo Global Logistics, Inc. ECHO Stock Holding History

Summit Trail Advisors’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
Q4 		– Sell
-10,126
Closed -$313K – 255
2018
Q3 		$313K Buy
10,126
+2,136
+27% +$69.6K 0.07% 147
2018
Q2 		$234K Sell
7,990
-25,862
-76% -$739K 0.08% 124
2018
Q1 		$720K Buy
33,852
+3,232
+11% +$90.7K 0.12% 164
2017
Q4 		$894K Buy
+30,620
New +$735K 0.11% 165

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado Denver, Colorado $25.5B AUM 28.85% 1-Year Est. Return

Summit Trail Advisors's ECHO Position: Q4 2018 in Review

Summit Trail Advisors sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2018, closing a stake of 10,126 shares — an estimated $313K sold.

Summit Trail Advisors first reported a position in ECHO in Q4 2017 and held it in 4 quarters. The position peaked at $894K in Q4 2017. 195 funds tracked by Wall St. Rank hold ECHO as of Q4 2018.

  • Summit Trail Advisors reported no remaining Echo Global Logistics, Inc. position as of Q4 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 10,126 Echo Global Logistics, Inc. shares in Q4 2018, an estimated $313K.
  • Summit Trail Advisors first reported a position in Echo Global Logistics, Inc. in Q4 2017 and held it in 4 quarters.
  • Summit Trail Advisors's Echo Global Logistics, Inc. position peaked at $894K in Q4 2017.
  • 195 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2018.

Based on Summit Trail Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.