JMPWA
ELON

JP Morgan Private Wealth Advisors’s Echelon Corp ELON Stock Holding History

JP Morgan Private Wealth 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
2015
Q4 		– Sell
-3,221
Closed -$19K – 1233
2015
Q3 		$19K Buy
+3,221
New +$19.4K ﹤0.01% 1043
2015
Q2 		– Sell
-3,000
Closed -$29K – 1172
2015
Q1 		$29K Hold
3,000
– – ﹤0.01% 1122
2014
Q4 		$51K Buy
+3,000
New +$55.8K ﹤0.01% 1070

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ELON Position: Q4 2015 in Review

JP Morgan Private Wealth Advisors sold out of Echelon Corp (ELON) in Q4 2015, closing a stake of 3,221 shares — an estimated $19K sold.

JP Morgan Private Wealth Advisors first reported a position in ELON in Q4 2014 and held it in 3 quarters. The position peaked at $51K in Q4 2014. 29 funds tracked by Wall St. Rank hold ELON as of Q4 2015.

  • JP Morgan Private Wealth Advisors reported no remaining Echelon Corp position as of Q4 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,221 Echelon Corp shares in Q4 2015, an estimated $19K.
  • JP Morgan Private Wealth Advisors first reported a position in Echelon Corp in Q4 2014 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Echelon Corp position peaked at $51K in Q4 2014.
  • 29 funds tracked by Wall St. Rank held Echelon Corp as of Q4 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.