EWM
ELON

Evercore Wealth Management’s Echelon Corp ELON Stock Holding History

Evercore Wealth Management’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
Q3 		– Sell
-800
Closed -$19K – 1014
2014
Q2 		$19K Sell
800
-200
-20% -$5.14K ﹤0.01% 748
2014
Q1 		$28K Buy
1,000
+200
+25% +$6.03K ﹤0.01% 695
2013
Q4 		$17K Hold
800
– – ﹤0.01% 710
2013
Q3 		$19K Hold
800
– – ﹤0.01% 695
2013
Q2 		$17K Buy
+800
New +$18.3K ﹤0.01% 679

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Evercore Wealth Management's ELON Position: Q3 2014 in Review

Evercore Wealth Management sold out of Echelon Corp (ELON) in Q3 2014, closing a stake of 800 shares — an estimated $19K sold.

Evercore Wealth Management first reported a position in ELON in Q2 2013 and held it in 5 quarters. The position peaked at $28K in Q1 2014. 49 funds tracked by Wall St. Rank hold ELON as of Q3 2014.

  • Evercore Wealth Management reported no remaining Echelon Corp position as of Q3 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 800 Echelon Corp shares in Q3 2014, an estimated $19K.
  • Evercore Wealth Management first reported a position in Echelon Corp in Q2 2013 and held it in 5 quarters.
  • Evercore Wealth Management's Echelon Corp position peaked at $28K in Q1 2014.
  • 49 funds tracked by Wall St. Rank held Echelon Corp as of Q3 2014.

Based on Evercore Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.