YorkBridge Wealth Partners’s Echo Global Logistics, Inc. ECHO Stock Holding History

YorkBridge Wealth Partners’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	-411	Closed	-$10K	–	778
2019 Q1	$10K	Sell	411 -259	-39%	-$6.11K	﹤0.01%	600
2018 Q4	$14K	Sell	670 -110	-14%	-$2.74K	0.01%	536
2018 Q3	$24K	Buy	+780	New	+$25.4K	0.01%	486
2017 Q1	–	Sell	-328	Closed	-$8K	–	937
2016 Q4	$8K	Buy	+328	New	+$7.99K	﹤0.01%	639

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

YorkBridge Wealth Partners's ECHO Position: Q2 2019 in Review

YorkBridge Wealth Partners sold out of Echo Global Logistics, Inc. (ECHO) in Q2 2019, closing a stake of 411 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in ECHO in Q4 2016 and held it in 4 quarters. The position peaked at $24K in Q3 2018. 158 funds tracked by Wall St. Rank hold ECHO as of Q2 2019.

YorkBridge Wealth Partners reported no remaining Echo Global Logistics, Inc. position as of Q2 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 411 Echo Global Logistics, Inc. shares in Q2 2019, an estimated $10K.
YorkBridge Wealth Partners first reported a position in Echo Global Logistics, Inc. in Q4 2016 and held it in 4 quarters.
YorkBridge Wealth Partners's Echo Global Logistics, Inc. position peaked at $24K in Q3 2018.
158 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q2 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2019, filed 18 Jul 2019.