HR
ELON

Howe & Rusling’s Echelon Corp ELON Stock Holding History

Howe & Rusling’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
2018
Q1 		– Sell
-40
Closed – – 1031
2017
Q4 		$0 Hold
40
– – ﹤0.01% 916
2017
Q3 		$0 Hold
40
– – ﹤0.01% 1004
2017
Q2 		$0 Hold
40
– – ﹤0.01% 1066
2017
Q1 		$0 Hold
40
– – ﹤0.01% 1090
2016
Q4 		$0 Hold
40
– – ﹤0.01% 1100
2016
Q3 		$0 Hold
40
– – ﹤0.01% 1179
2016
Q2 		$0 Hold
40
– – ﹤0.01% 1089
2016
Q1 		$0 Hold
40
– – ﹤0.01% 1091
2015
Q4 		$0 Hold
40
– – ﹤0.01% 1115
2015
Q3 		$0 Hold
40
– – ﹤0.01% 1101
2015
Q2 		$0 Hold
40
– – ﹤0.01% 1132
2015
Q1 		$0 Hold
40
– – ﹤0.01% 1007
2014
Q4 		$1K Hold
40
– – ﹤0.01% 887
2014
Q3 		$1K Hold
40
– – ﹤0.01% 868
2014
Q2 		$1K Hold
40
– – ﹤0.01% 786
2014
Q1 		$1K Buy
+40
New +$1.21K ﹤0.01% 830
2013
Q4 		– Sell
-40
Closed -$1K – 908
2013
Q3 		$1K Sell
40
-80
-67% -$1.79K ﹤0.01% 855
2013
Q2 		$3K Buy
+120
New +$2.74K ﹤0.01% 790

Other funds holding ELON

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Howe & Rusling's ELON Position: Q1 2018 in Review

Howe & Rusling sold out of Echelon Corp (ELON) in Q1 2018, closing a stake of 40 shares.

Howe & Rusling first reported a position in ELON in Q2 2013 and held it in 18 quarters. The position peaked at $3K in Q2 2013. 23 funds tracked by Wall St. Rank hold ELON as of Q1 2018.

  • Howe & Rusling reported no remaining Echelon Corp position as of Q1 2018 after selling out during the quarter.
  • Howe & Rusling sold 40 Echelon Corp shares in Q1 2018.
  • Howe & Rusling first reported a position in Echelon Corp in Q2 2013 and held it in 18 quarters.
  • Howe & Rusling's Echelon Corp position peaked at $3K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held Echelon Corp as of Q1 2018.

Based on Howe & Rusling's 13F filing for Q1 2018, filed 14 May 2018.