Bank of Montreal’s Echelon Corp ELON Stock Holding History

Bank of Montreal’s Portfolio ELON Stock Details ELON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-50	Closed	–	–	4469
2017 Q4	$0	Buy	+50	New	+$247	﹤0.01%	4441
2016 Q2	–	Sell	-36	Closed	–	–	4468
2016 Q1	$0	Hold	36	–	–	﹤0.01%	4520
2015 Q4	$0	Buy	+36	New	+$218	﹤0.01%	4534

Other funds holding ELON

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's ELON Position: Q1 2018 in Review

Bank of Montreal sold out of Echelon Corp (ELON) in Q1 2018, closing a stake of 50 shares.

Bank of Montreal first reported a position in ELON in Q4 2015 and held it in 3 quarters. The position peaked at $0 in Q4 2017. 23 funds tracked by Wall St. Rank hold ELON as of Q1 2018.

Bank of Montreal reported no remaining Echelon Corp position as of Q1 2018 after selling out during the quarter.
Bank of Montreal sold 50 Echelon Corp shares in Q1 2018.
Bank of Montreal first reported a position in Echelon Corp in Q4 2015 and held it in 3 quarters.
Bank of Montreal's Echelon Corp position peaked at $0 in Q4 2017.
23 funds tracked by Wall St. Rank held Echelon Corp as of Q1 2018.

Based on Bank of Montreal's 13F filing for Q1 2018, filed 13 Apr 2018.