RWML
ECHO

RAFFA WEALTH MANAGEMENT, LLC’s Echo Global Logistics, Inc. ECHO Stock Holding History

RAFFA WEALTH MANAGEMENT, 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
2017
Q1 		– Sell
-20
Closed -$501 – 882
2016
Q4 		$501 Hold
20
– – ﹤0.01% 758
2016
Q3 		$461 Hold
20
– – ﹤0.01% 763
2016
Q2 		$448 Buy
+20
New +$472 ﹤0.01% 733

Other funds holding ECHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ECHO Position: Q1 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Echo Global Logistics, Inc. (ECHO) in Q1 2017, closing a stake of 20 shares — an estimated $501 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ECHO in Q2 2016 and held it in 3 quarters. The position peaked at $501 in Q4 2016. 135 funds tracked by Wall St. Rank hold ECHO as of Q1 2017.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Echo Global Logistics, Inc. position as of Q1 2017 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 20 Echo Global Logistics, Inc. shares in Q1 2017, an estimated $501.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Echo Global Logistics, Inc. in Q2 2016 and held it in 3 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Echo Global Logistics, Inc. position peaked at $501 in Q4 2016.
  • 135 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q1 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2017, filed 27 Jul 2026.