WA
ECHO

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

Wasatch 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
2017
Q3 		– Sell
-1,152,453
Closed -$22.9M – 351
2017
Q2 		$22.9M Sell
1,152,453
-1,034,695
-47% -$20.1M 0.32% 75
2017
Q1 		$46.7M Sell
2,187,148
-379,427
-15% -$8.72M 0.69% 50
2016
Q4 		$64.3M Sell
2,566,575
-34,864
-1% -$849K 0.97% 36
2016
Q3 		$60M Sell
2,601,439
-29,160
-1% -$713K 0.89% 33
2016
Q2 		$59M Sell
2,630,599
-143,100
-5% -$3.38M 0.9% 33
2016
Q1 		$74.7M Sell
2,773,699
-54,536
-2% -$1.3M 1.14% 19
2015
Q4 		$57.7M Buy
2,828,235
+164,856
+6% +$3.64M 0.79% 38
2015
Q3 		$52.2M Sell
2,663,379
-303,135
-10% -$8.1M 0.7% 44
2015
Q2 		$96.9M Sell
2,966,514
-35,625
-1% -$1.08M 1.06% 16
2015
Q1 		$81.8M Buy
3,002,139
+85,464
+3% +$2.33M 0.85% 35
2014
Q4 		$85.2M Buy
2,916,675
+442,201
+18% +$11.8M 0.88% 29
2014
Q3 		$58.3M Buy
+2,474,474
New +$57.3M 0.61% 49
2013
Q3 		– Sell
-60,505
Closed -$1.18M – 397
2013
Q2 		$1.18M Buy
+60,505
New +$1.15M 0.01% 342

Other funds holding ECHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SAM
Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors's ECHO Position: Q3 2017 in Review

Wasatch Advisors sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2017, closing a stake of 1,152,453 shares — an estimated $22.9M sold.

Wasatch Advisors first reported a position in ECHO in Q2 2013 and held it in 13 quarters. The position peaked at $96.9M in Q2 2015. 130 funds tracked by Wall St. Rank hold ECHO as of Q3 2017.

  • Wasatch Advisors reported no remaining Echo Global Logistics, Inc. position as of Q3 2017 after selling out during the quarter.
  • Wasatch Advisors sold 1,152,453 Echo Global Logistics, Inc. shares in Q3 2017, an estimated $22.9M.
  • Wasatch Advisors first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 13 quarters.
  • Wasatch Advisors's Echo Global Logistics, Inc. position peaked at $96.9M in Q2 2015.
  • 130 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2017.

Based on Wasatch Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.