GC
ELON

Guggenheim Capital’s Echelon Corp ELON Stock Holding History

Guggenheim Capital’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
-1,380
Closed -$34K – 3198
2014
Q2 		$34K Sell
1,380
-138
-9% -$3.55K ﹤0.01% 3120
2014
Q1 		$42K Buy
+1,518
New +$45.8K ﹤0.01% 3158

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

Guggenheim Capital's ELON Position: Q3 2014 in Review

Guggenheim Capital sold out of Echelon Corp (ELON) in Q3 2014, closing a stake of 1,380 shares — an estimated $34K sold.

Guggenheim Capital first reported a position in ELON in Q1 2014 and held it in 2 quarters. The position peaked at $42K in Q1 2014. 49 funds tracked by Wall St. Rank hold ELON as of Q3 2014.

  • Guggenheim Capital reported no remaining Echelon Corp position as of Q3 2014 after selling out during the quarter.
  • Guggenheim Capital sold 1,380 Echelon Corp shares in Q3 2014, an estimated $34K.
  • Guggenheim Capital first reported a position in Echelon Corp in Q1 2014 and held it in 2 quarters.
  • Guggenheim Capital's Echelon Corp position peaked at $42K in Q1 2014.
  • 49 funds tracked by Wall St. Rank held Echelon Corp as of Q3 2014.

Based on Guggenheim Capital's 13F filing for Q3 2014, filed 14 Nov 2014.