Dimensional Fund Advisors
ELON

Dimensional Fund Advisors’s Echelon Corp ELON Stock Holding History

Dimensional Fund Advisors’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
Q3 		– Sell
-17,718
Closed -$142K – 3382
2015
Q2 		$142K Sell
17,718
-31,588
-64% -$292K ﹤0.01% 3283
2015
Q1 		$468K Sell
49,306
-115
-0.2% -$1.45K ﹤0.01% 3116
2014
Q4 		$840K Sell
49,421
-2,278
-4% -$42.4K ﹤0.01% 3041
2014
Q3 		$1.05M Sell
51,699
-171
-0.3% -$3.86K ﹤0.01% 3000
2014
Q2 		$1.26M Buy
51,870
+6,041
+13% +$155K ﹤0.01% 2985
2014
Q1 		$1.27M Buy
45,829
+5,251
+13% +$158K ﹤0.01% 2982
2013
Q4 		$872K Buy
40,578
+778
+2% +$17.4K ﹤0.01% 3055
2013
Q3 		$951K Buy
39,800
+1,686
+4% +$37.6K ﹤0.01% 3051
2013
Q2 		$804K Buy
+38,114
New +$870K ﹤0.01% 3067

Other funds holding ELON

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $409M AUM 30.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $126M AUM 15.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors's ELON Position: Q3 2015 in Review

Dimensional Fund Advisors sold out of Echelon Corp (ELON) in Q3 2015, closing a stake of 17,718 shares — an estimated $142K sold.

Dimensional Fund Advisors first reported a position in ELON in Q2 2013 and held it in 9 quarters. The position peaked at $1.27M in Q1 2014. 38 funds tracked by Wall St. Rank hold ELON as of Q3 2015.

  • Dimensional Fund Advisors reported no remaining Echelon Corp position as of Q3 2015 after selling out during the quarter.
  • Dimensional Fund Advisors sold 17,718 Echelon Corp shares in Q3 2015, an estimated $142K.
  • Dimensional Fund Advisors first reported a position in Echelon Corp in Q2 2013 and held it in 9 quarters.
  • Dimensional Fund Advisors's Echelon Corp position peaked at $1.27M in Q1 2014.
  • 38 funds tracked by Wall St. Rank held Echelon Corp as of Q3 2015.

Based on Dimensional Fund Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.