CS
ELON

Credit Suisse’s Echelon Corp ELON Stock Holding History

Credit Suisse’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
2014
Q2 		– Sell
-4,766
Closed -$132K – 4894
2014
Q1 		$132K Buy
+4,766
New +$144K ﹤0.01% 4470
2013
Q3 		– Sell
-4,883
Closed -$103K – 4450
2013
Q2 		$103K Buy
+4,883
New +$112K ﹤0.01% 4008

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Credit Suisse's ELON Position: Q2 2014 in Review

Credit Suisse sold out of Echelon Corp (ELON) in Q2 2014, closing a stake of 4,766 shares — an estimated $132K sold.

Credit Suisse first reported a position in ELON in Q2 2013 and held it in 2 quarters. The position peaked at $132K in Q1 2014. 59 funds tracked by Wall St. Rank hold ELON as of Q2 2014.

  • Credit Suisse reported no remaining Echelon Corp position as of Q2 2014 after selling out during the quarter.
  • Credit Suisse sold 4,766 Echelon Corp shares in Q2 2014, an estimated $132K.
  • Credit Suisse first reported a position in Echelon Corp in Q2 2013 and held it in 2 quarters.
  • Credit Suisse's Echelon Corp position peaked at $132K in Q1 2014.
  • 59 funds tracked by Wall St. Rank held Echelon Corp as of Q2 2014.

Based on Credit Suisse's 13F filing for Q2 2014, filed 11 Aug 2014.