Investors Capital Advisory Services’s Echelon Corp ELON Stock Holding History

Investors Capital Advisory Services’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	-$17K	–	753
2015 Q3	$17K	Sell	3,000 -1,025	-25%	-$6.19K	﹤0.01%	706
2015 Q2	$32K	Sell	4,025 -425	-10%	-$3.93K	0.01%	716
2015 Q1	$42K	Sell	4,450 -225	-5%	-$2.84K	0.01%	707
2014 Q4	$79K	Sell	4,675 -1,258	-21%	-$23.4K	0.02%	662
2014 Q3	$121K	Sell	5,933 -50	-0.8%	-$1.13K	0.02%	618
2014 Q2	$145K	Sell	5,983 -147	-2%	-$3.78K	0.02%	618
2014 Q1	$170K	Buy	6,130 +1,455	+31%	+$43.9K	0.04%	568
2013 Q4	$100K	Sell	4,675 -1,775	-28%	-$39.7K	0.02%	575
2013 Q3	$154K	Buy	6,450 +250	+4%	+$5.58K	0.04%	500
2013 Q2	$130K	Buy	+6,200	New	+$142K	0.04%	464

Other funds holding ELON

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TDC

Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return

Investors Capital Advisory Services's ELON Position: Q4 2015 in Review

Investors Capital Advisory Services sold out of Echelon Corp (ELON) in Q4 2015, closing a stake of 3,000 shares — an estimated $17K sold.

Investors Capital Advisory Services first reported a position in ELON in Q2 2013 and held it in 10 quarters. The position peaked at $170K in Q1 2014. 29 funds tracked by Wall St. Rank hold ELON as of Q4 2015.

Investors Capital Advisory Services reported no remaining Echelon Corp position as of Q4 2015 after selling out during the quarter.
Investors Capital Advisory Services sold 3,000 Echelon Corp shares in Q4 2015, an estimated $17K.
Investors Capital Advisory Services first reported a position in Echelon Corp in Q2 2013 and held it in 10 quarters.
Investors Capital Advisory Services's Echelon Corp position peaked at $170K in Q1 2014.
29 funds tracked by Wall St. Rank held Echelon Corp as of Q4 2015.

Based on Investors Capital Advisory Services's 13F filing for Q4 2015, filed 8 Feb 2016.