WCA
ECHO

Waratah Capital Advisors’s Echo Global Logistics, Inc. ECHO Stock Holding History

Waratah Capital Advisors’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
2015
Q3 		– Sell
-63,850
Closed -$2.08M – 167
2015
Q2 		$2.08M Buy
+63,850
New +$1.94M 0.47% 54

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 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
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waratah Capital Advisors's ECHO Position: Q3 2015 in Review

Waratah Capital Advisors sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2015, closing a stake of 63,850 shares — an estimated $2.08M sold.

Waratah Capital Advisors first reported a position in ECHO in Q2 2015 and held it in 1 quarter. The position peaked at $2.08M in Q2 2015. 150 funds tracked by Wall St. Rank hold ECHO as of Q3 2015.

  • Waratah Capital Advisors reported no remaining Echo Global Logistics, Inc. position as of Q3 2015 after selling out during the quarter.
  • Waratah Capital Advisors sold 63,850 Echo Global Logistics, Inc. shares in Q3 2015, an estimated $2.08M.
  • Waratah Capital Advisors first reported a position in Echo Global Logistics, Inc. in Q2 2015 and held it in 1 quarter.
  • Waratah Capital Advisors's Echo Global Logistics, Inc. position peaked at $2.08M in Q2 2015.
  • 150 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2015.

Based on Waratah Capital Advisors's 13F filing for Q3 2015, filed 3 Nov 2015.