TrueWealth LLC’s Echo Global Logistics, Inc. ECHO Stock Holding History

TrueWealth LLC’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
2019 Q3	–	Sell	-144	Closed	-$3K	–	748
2019 Q2	$3K	Hold	144	–	–	﹤0.01%	641
2019 Q1	$4K	Hold	144	–	–	﹤0.01%	617
2018 Q4	$3K	Hold	144	–	–	﹤0.01%	640
2018 Q3	$4K	Hold	144	–	–	﹤0.01%	664
2018 Q2	$4K	Hold	144	–	–	﹤0.01%	673
2018 Q1	$4K	Hold	144	–	–	﹤0.01%	637
2017 Q4	$4K	Buy	+144	New	+$3.45K	﹤0.01%	735

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

RHJA

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

ACH

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrueWealth LLC's ECHO Position: Q3 2019 in Review

TrueWealth LLC sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2019, closing a stake of 144 shares — an estimated $3K sold.

TrueWealth LLC first reported a position in ECHO in Q4 2017 and held it in 7 quarters. The position peaked at $4K in Q1 2019. 162 funds tracked by Wall St. Rank hold ECHO as of Q3 2019.

TrueWealth LLC reported no remaining Echo Global Logistics, Inc. position as of Q3 2019 after selling out during the quarter.
TrueWealth LLC sold 144 Echo Global Logistics, Inc. shares in Q3 2019, an estimated $3K.
TrueWealth LLC first reported a position in Echo Global Logistics, Inc. in Q4 2017 and held it in 7 quarters.
TrueWealth LLC's Echo Global Logistics, Inc. position peaked at $4K in Q1 2019.
162 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2019.

Based on TrueWealth LLC's 13F filing for Q3 2019, filed 10 Oct 2019.