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 $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SAM
Scopus Asset Management New York $3.19B AUM 36.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return