W
ECHO

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

Wealthfront’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
2014
Q4 		– Sell
-105
Closed -$2K – 1061
2014
Q3 		$2K Buy
+105
New +$2.43K ﹤0.01% 612

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's ECHO Position: Q4 2014 in Review

Wealthfront sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2014, closing a stake of 105 shares — an estimated $2K sold.

Wealthfront first reported a position in ECHO in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 124 funds tracked by Wall St. Rank hold ECHO as of Q4 2014.

  • Wealthfront reported no remaining Echo Global Logistics, Inc. position as of Q4 2014 after selling out during the quarter.
  • Wealthfront sold 105 Echo Global Logistics, Inc. shares in Q4 2014, an estimated $2K.
  • Wealthfront first reported a position in Echo Global Logistics, Inc. in Q3 2014 and held it in 1 quarter.
  • Wealthfront's Echo Global Logistics, Inc. position peaked at $2K in Q3 2014.
  • 124 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.