WRF
ECHO

Waddell & Reed Financial’s Echo Global Logistics, Inc. ECHO Stock Holding History

Waddell & Reed Financial’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
2016
Q4 		– Sell
-455,600
Closed -$10.5M – 642
2016
Q3 		$10.5M Hold
455,600
– – 0.02% 407
2016
Q2 		$10.2M Buy
455,600
+268,700
+144% +$6.35M 0.02% 394
2016
Q1 		$5.08M Buy
+186,900
New +$4.46M 0.01% 484
2013
Q3 		– Sell
-214,390
Closed -$4.18M – 590
2013
Q2 		$4.18M Buy
+214,390
New +$4.06M 0.01% 467

Other funds holding ECHO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waddell & Reed Financial's ECHO Position: Q4 2016 in Review

Waddell & Reed Financial sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2016, closing a stake of 455,600 shares — an estimated $10.5M sold.

Waddell & Reed Financial first reported a position in ECHO in Q2 2013 and held it in 4 quarters. The position peaked at $10.5M in Q3 2016. 150 funds tracked by Wall St. Rank hold ECHO as of Q4 2016.

  • Waddell & Reed Financial reported no remaining Echo Global Logistics, Inc. position as of Q4 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 455,600 Echo Global Logistics, Inc. shares in Q4 2016, an estimated $10.5M.
  • Waddell & Reed Financial first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 4 quarters.
  • Waddell & Reed Financial's Echo Global Logistics, Inc. position peaked at $10.5M in Q3 2016.
  • 150 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2016.

Based on Waddell & Reed Financial's 13F filing for Q4 2016, filed 14 Feb 2017.