U
ECHO

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

UBS’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
2014
Q3 		$24K Buy
1,044
+445
+74% +$10.3K ﹤0.01% 7778
2014
Q2 		$11K Sell
599
-1,160
-66% -$21.3K ﹤0.01% 8811
2014
Q1 		$32K Buy
1,759
+1,211
+221% +$22.2K ﹤0.01% 7454
2013
Q4 		$12K Buy
548
+522
+2,008% +$10.5K ﹤0.01% 8806
2013
Q3 		$1K Sell
26
-304
-92% -$6.41K ﹤0.01% 10189
2013
Q2 		$6K Buy
+330
New +$6.26K ﹤0.01% 9150

Other funds holding ECHO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS's ECHO Position: Q3 2014 in Review

UBS increased its Echo Global Logistics, Inc. (ECHO) stake by 74% in Q3 2014, buying an estimated $10.3K and bringing the position to 1,044 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #7778.

UBS first reported a position in ECHO in Q2 2013 and has held it in 6 quarters since. The position peaked at $32K in Q1 2014. 127 funds tracked by Wall St. Rank hold ECHO as of Q3 2014.

  • UBS held 1,044 shares of Echo Global Logistics, Inc. worth $24K as of Q3 2014.
  • UBS bought 445 Echo Global Logistics, Inc. shares in Q3 2014, an estimated $10.3K.
  • Echo Global Logistics, Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7778 holding.
  • UBS first reported a position in Echo Global Logistics, Inc. in Q2 2013 and has held it in 6 quarters since.
  • UBS's Echo Global Logistics, Inc. position peaked at $32K in Q1 2014.
  • 127 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.