DY
ELON

Dowling & Yahnke’s Echelon Corp ELON Stock Holding History

Dowling & Yahnke’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
Q4 		– Sell
-3,000
Closed -$18K – 263
2015
Q3 		$18K Buy
3,000
+2,000
+200% +$12.1K ﹤0.01% 253
2015
Q2 		$8K Hold
1,000
– – ﹤0.01% 259
2015
Q1 		$9K Hold
1,000
– – ﹤0.01% 251
2014
Q4 		$17K Sell
1,000
-1,000
-50% -$18.6K ﹤0.01% 257
2014
Q3 		$41K Buy
+2,000
New +$45.1K 0.01% 253

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return

Dowling & Yahnke's ELON Position: Q4 2015 in Review

Dowling & Yahnke sold out of Echelon Corp (ELON) in Q4 2015, closing a stake of 3,000 shares — an estimated $18K sold.

Dowling & Yahnke first reported a position in ELON in Q3 2014 and held it in 5 quarters. The position peaked at $41K in Q3 2014. 29 funds tracked by Wall St. Rank hold ELON as of Q4 2015.

  • Dowling & Yahnke reported no remaining Echelon Corp position as of Q4 2015 after selling out during the quarter.
  • Dowling & Yahnke sold 3,000 Echelon Corp shares in Q4 2015, an estimated $18K.
  • Dowling & Yahnke first reported a position in Echelon Corp in Q3 2014 and held it in 5 quarters.
  • Dowling & Yahnke's Echelon Corp position peaked at $41K in Q3 2014.
  • 29 funds tracked by Wall St. Rank held Echelon Corp as of Q4 2015.

Based on Dowling & Yahnke's 13F filing for Q4 2015, filed 29 Jan 2016.