LW
ELON

Linscomb Wealth’s Echelon Corp ELON Stock Holding History

Linscomb Wealth’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
-1,328
Closed -$8K – 269
2015
Q3 		$8K Hold
1,328
– – ﹤0.01% 259
2015
Q2 		$11K Buy
+1,328
New +$12.3K ﹤0.01% 266
2015
Q1 		– Sell
-1,328
Closed -$23K – 282
2014
Q4 		$23K Hold
1,328
– – ﹤0.01% 270
2014
Q3 		$27K Hold
1,328
– – ﹤0.01% 279
2014
Q2 		$32K Hold
1,328
– – ﹤0.01% 275
2014
Q1 		$37K Sell
1,328
-114
-8% -$3.44K ﹤0.01% 272
2013
Q4 		$31K Hold
1,442
– – ﹤0.01% 230
2013
Q3 		$34K Hold
1,442
– – ﹤0.01% 239
2013
Q2 		$30K Buy
+1,442
New +$32.9K ﹤0.01% 232

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

Linscomb Wealth's ELON Position: Q4 2015 in Review

Linscomb Wealth sold out of Echelon Corp (ELON) in Q4 2015, closing a stake of 1,328 shares — an estimated $8K sold.

Linscomb Wealth first reported a position in ELON in Q2 2013 and held it in 9 quarters. The position peaked at $37K in Q1 2014. 29 funds tracked by Wall St. Rank hold ELON as of Q4 2015.

  • Linscomb Wealth reported no remaining Echelon Corp position as of Q4 2015 after selling out during the quarter.
  • Linscomb Wealth sold 1,328 Echelon Corp shares in Q4 2015, an estimated $8K.
  • Linscomb Wealth first reported a position in Echelon Corp in Q2 2013 and held it in 9 quarters.
  • Linscomb Wealth's Echelon Corp position peaked at $37K in Q1 2014.
  • 29 funds tracked by Wall St. Rank held Echelon Corp as of Q4 2015.

Based on Linscomb Wealth's 13F filing for Q4 2015, filed 29 Jan 2016.