Wealthspire Advisors (Maryland)’s Echo Global Logistics, Inc. ECHO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-77	Closed	-$2K	–	2325
2019 Q1	$2K	Buy	77 +23	+43%	+$543	﹤0.01%	2250
2018 Q4	$1K	Sell	54 -24	-31%	-$598	﹤0.01%	2378
2018 Q3	$2K	Buy	78 +19	+32%	+$619	﹤0.01%	2226
2018 Q2	$2K	Sell	59 -37	-39%	-$1.06K	﹤0.01%	2234
2018 Q1	$3K	Sell	96 -1	-1%	-$28	﹤0.01%	2093
2017 Q4	$3K	Buy	+97	New	+$2.33K	﹤0.01%	2047
2016 Q4	–	Sell	-265	Closed	-$6K	–	1879
2016 Q3	$6K	Sell	265 -210	-44%	-$5.13K	﹤0.01%	1370
2016 Q2	$11K	Hold	475	–	–	﹤0.01%	1192
2016 Q1	$13K	Hold	475	–	–	﹤0.01%	1129
2015 Q4	$10K	Buy	+475	New	+$10.5K	﹤0.01%	1205

Other funds holding ECHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ECHO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Echo Global Logistics, Inc. (ECHO) in Q2 2019, closing a stake of 77 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in ECHO in Q4 2015 and held it in 10 quarters. The position peaked at $13K in Q1 2016. 158 funds tracked by Wall St. Rank hold ECHO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Echo Global Logistics, Inc. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 77 Echo Global Logistics, Inc. shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in Echo Global Logistics, Inc. in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Echo Global Logistics, Inc. position peaked at $13K in Q1 2016.
158 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.