Taylor Frigon Capital Management’s Echo Global Logistics, Inc. ECHO Stock Holding History

Taylor Frigon Capital 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
2020 Q3	–	Sell	-106,971	Closed	-$2.31M	–	96
2020 Q2	$2.31M	Buy	106,971 +2,111	+2%	+$39.7K	1.15%	40
2020 Q1	$1.79M	Buy	104,860 +21,584	+26%	+$421K	1.4%	31
2019 Q4	$1.72M	Sell	83,276 -1,283	-2%	-$26.8K	1.19%	36
2019 Q3	$1.92M	Sell	84,559 -645	-0.8%	-$13.3K	1.39%	33
2019 Q2	$1.78M	Buy	85,204 +8,747	+11%	+$194K	1.23%	37
2019 Q1	$1.9M	Sell	76,457 -1,858	-2%	-$43.8K	1.47%	24
2018 Q4	$1.59M	Buy	78,315 +228	+0.3%	+$5.68K	1.4%	28
2018 Q3	$2.42M	Sell	78,087 -12,433	-14%	-$405K	1.83%	14
2018 Q2	$2.65M	Sell	90,520 -3,054	-3%	-$87.3K	1.93%	14
2018 Q1	$2.58M	Sell	93,574 -12,796	-12%	-$359K	2.01%	10
2017 Q4	$2.98M	Buy	+106,370	New	+$2.55M	2.39%	5
2016 Q2	$1.13M	Sell	50,177 -542	-1%	-$12.8K	1.17%	41
2016 Q1	$1.38M	Buy	50,719 +1,808	+4%	+$43.1K	1.46%	26
2015 Q4	$998K	Sell	48,911 -998	-2%	-$22K	1.12%	42
2015 Q3	$989K	Buy	49,909 +190	+0.4%	+$5.08K	1.1%	43
2015 Q2	$1.62M	Sell	49,719 -3,219	-6%	-$97.7K	1.68%	21
2015 Q1	$1.43M	Sell	52,938 -1,487	-3%	-$40.6K	1.32%	40
2014 Q4	$1.59M	Buy	+54,425	New	+$1.45M	1.49%	26

Other funds holding ECHO

BlackRock New York $6.73T AUM 46.02% 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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

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

Taylor Frigon Capital Management's ECHO Position: Q3 2020 in Review

Taylor Frigon Capital Management sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2020, closing a stake of 106,971 shares — an estimated $2.31M sold.

Taylor Frigon Capital Management first reported a position in ECHO in Q4 2014 and held it in 18 quarters. The position peaked at $2.98M in Q4 2017. 150 funds tracked by Wall St. Rank hold ECHO as of Q3 2020.

Taylor Frigon Capital Management reported no remaining Echo Global Logistics, Inc. position as of Q3 2020 after selling out during the quarter.
Taylor Frigon Capital Management sold 106,971 Echo Global Logistics, Inc. shares in Q3 2020, an estimated $2.31M.
Taylor Frigon Capital Management first reported a position in Echo Global Logistics, Inc. in Q4 2014 and held it in 18 quarters.
Taylor Frigon Capital Management's Echo Global Logistics, Inc. position peaked at $2.98M in Q4 2017.
150 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2020.

Based on Taylor Frigon Capital Management's 13F filing for Q3 2020, filed 20 Oct 2020.