UFF
ECHO

USA Financial Formulas’s Echo Global Logistics, Inc. ECHO Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-6,465
Closed -$200K – 375
2018
Q4 		$200K Sell
6,465
-6,129
-49% -$153K 0.05% 258
2018
Q3 		$368K Buy
+12,594
New +$410K 0.09% 180
2015
Q3 		– Sell
-10,895
Closed -$356K – 218
2015
Q2 		$356K Buy
+10,895
New +$331K 0.11% 164

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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

USA Financial Formulas's ECHO Position: Q1 2019 in Review

USA Financial Formulas sold out of Echo Global Logistics, Inc. (ECHO) in Q1 2019, closing a stake of 6,465 shares — an estimated $200K sold.

USA Financial Formulas first reported a position in ECHO in Q2 2015 and held it in 3 quarters. The position peaked at $368K in Q3 2018. 183 funds tracked by Wall St. Rank hold ECHO as of Q1 2019.

  • USA Financial Formulas reported no remaining Echo Global Logistics, Inc. position as of Q1 2019 after selling out during the quarter.
  • USA Financial Formulas sold 6,465 Echo Global Logistics, Inc. shares in Q1 2019, an estimated $200K.
  • USA Financial Formulas first reported a position in Echo Global Logistics, Inc. in Q2 2015 and held it in 3 quarters.
  • USA Financial Formulas's Echo Global Logistics, Inc. position peaked at $368K in Q3 2018.
  • 183 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q1 2019.

Based on USA Financial Formulas's 13F filing for Q1 2019, filed 14 May 2019.