Creative Planning’s Echelon Corp ELON Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-23	Closed	–	–	4398
2017 Q2	$0	Sell	23 -70	-75%	-$432	﹤0.01%	4999
2017 Q1	$1K	Buy	93 +70	+304%	+$365	﹤0.01%	4575
2016 Q4	$0	Hold	23	–	–	﹤0.01%	4997
2016 Q3	$0	Hold	23	–	–	﹤0.01%	4836
2016 Q2	$0	Hold	23	–	–	﹤0.01%	4627
2016 Q1	$0	Sell	23 -1,000	-98%	-$5.63K	﹤0.01%	4674
2015 Q4	$6K	Hold	1,023	–	–	﹤0.01%	3626
2015 Q3	$6K	Hold	1,023	–	–	﹤0.01%	3553
2015 Q2	$8K	Hold	1,023	–	–	﹤0.01%	1095
2015 Q1	$10K	Buy	1,023 +1,003	+5,015%	+$12.7K	﹤0.01%	3221
2014 Q4	$0	Hold	20	–	–	﹤0.01%	4450
2014 Q3	$0	Hold	20	–	–	﹤0.01%	4244
2014 Q2	$0	Buy	20 +10	+100%	+$257	﹤0.01%	4051
2014 Q1	$0	Hold	10	–	–	﹤0.01%	3837
2013 Q4	$0	Hold	10	–	–	﹤0.01%	3555
2013 Q3	$0	Hold	10	–	–	﹤0.01%	3430
2013 Q2	$0	Buy	+10	New	+$228	﹤0.01%	3151

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BCM

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

RPA

Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

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

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

Creative Planning's ELON Position: Q3 2017 in Review

Creative Planning sold out of Echelon Corp (ELON) in Q3 2017, closing a stake of 23 shares.

Creative Planning first reported a position in ELON in Q2 2013 and held it in 17 quarters. The position peaked at $10K in Q1 2015. 22 funds tracked by Wall St. Rank hold ELON as of Q3 2017.

Creative Planning reported no remaining Echelon Corp position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 23 Echelon Corp shares in Q3 2017.
Creative Planning first reported a position in Echelon Corp in Q2 2013 and held it in 17 quarters.
Creative Planning's Echelon Corp position peaked at $10K in Q1 2015.
22 funds tracked by Wall St. Rank held Echelon Corp as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.