ClearBridge Investments
ELON

ClearBridge Investments’s Echelon Corp ELON Stock Holding History

ClearBridge Investments’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
2015
Q1 		– Sell
-24,142
Closed -$410K – 1217
2014
Q4 		$410K Sell
24,142
-2,997
-11% -$55.8K ﹤0.01% 832
2014
Q3 		$554K Buy
+27,139
New +$613K ﹤0.01% 808

Other funds holding ELON

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments's ELON Position: Q1 2015 in Review

ClearBridge Investments sold out of Echelon Corp (ELON) in Q1 2015, closing a stake of 24,142 shares — an estimated $410K sold.

ClearBridge Investments first reported a position in ELON in Q3 2014 and held it in 2 quarters. The position peaked at $554K in Q3 2014. 46 funds tracked by Wall St. Rank hold ELON as of Q1 2015.

  • ClearBridge Investments reported no remaining Echelon Corp position as of Q1 2015 after selling out during the quarter.
  • ClearBridge Investments sold 24,142 Echelon Corp shares in Q1 2015, an estimated $410K.
  • ClearBridge Investments first reported a position in Echelon Corp in Q3 2014 and held it in 2 quarters.
  • ClearBridge Investments's Echelon Corp position peaked at $554K in Q3 2014.
  • 46 funds tracked by Wall St. Rank held Echelon Corp as of Q1 2015.

Based on ClearBridge Investments's 13F filing for Q1 2015, filed 15 May 2015.