First Trust Advisors
ELON

First Trust Advisors’s Echelon Corp ELON Stock Holding History

First Trust 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
2014
Q3 		– Sell
-2,351
Closed -$57K – 2338
2014
Q2 		$57K Buy
2,351
+288
+14% +$7.4K ﹤0.01% 2204
2014
Q1 		$57K Buy
+2,063
New +$62.2K ﹤0.01% 2238

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

First Trust Advisors's ELON Position: Q3 2014 in Review

First Trust Advisors sold out of Echelon Corp (ELON) in Q3 2014, closing a stake of 2,351 shares — an estimated $57K sold.

First Trust Advisors first reported a position in ELON in Q1 2014 and held it in 2 quarters. The position peaked at $57K in Q2 2014. 49 funds tracked by Wall St. Rank hold ELON as of Q3 2014.

  • First Trust Advisors reported no remaining Echelon Corp position as of Q3 2014 after selling out during the quarter.
  • First Trust Advisors sold 2,351 Echelon Corp shares in Q3 2014, an estimated $57K.
  • First Trust Advisors first reported a position in Echelon Corp in Q1 2014 and held it in 2 quarters.
  • First Trust Advisors's Echelon Corp position peaked at $57K in Q2 2014.
  • 49 funds tracked by Wall St. Rank held Echelon Corp as of Q3 2014.

Based on First Trust Advisors's 13F filing for Q3 2014, filed 12 Nov 2014.