WCM
ECHO

Wealthcare Capital Management’s Echo Global Logistics, Inc. ECHO Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-99
Closed -$3K – 930
2015
Q1 		$3K Buy
+99
New +$2.71K ﹤0.01% 784

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
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Capital Management's ECHO Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Echo Global Logistics, Inc. (ECHO) in Q2 2015, closing a stake of 99 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in ECHO in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 167 funds tracked by Wall St. Rank hold ECHO as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Echo Global Logistics, Inc. position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 99 Echo Global Logistics, Inc. shares in Q2 2015, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Echo Global Logistics, Inc. in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Echo Global Logistics, Inc. position peaked at $3K in Q1 2015.
  • 167 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.