MTC
ELON

McDaniel Terry & Co’s Echelon Corp ELON Stock Holding History

McDaniel Terry & Co’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
-5,416
Closed -$32K – 46
2015
Q3 		$32K Hold
5,416
– – 0.01% 45
2015
Q2 		$43K Hold
5,416
– – 0.01% 46
2015
Q1 		$51K Hold
5,416
– – 0.01% 49
2014
Q4 		$92K Sell
5,416
-550
-9% -$10.2K 0.02% 50
2014
Q3 		$122K Hold
5,966
– – 0.03% 49
2014
Q2 		$145K Hold
5,966
– – 0.03% 48
2014
Q1 		$166K Buy
5,966
+300
+5% +$9.05K 0.04% 48
2013
Q4 		$122K Sell
5,666
-1,234
-18% -$27.6K 0.03% 49
2013
Q3 		$165K Sell
6,900
-750
-10% -$16.7K 0.05% 50
2013
Q2 		$161K Buy
+7,650
New +$175K 0.05% 48

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

McDaniel Terry & Co's ELON Position: Q4 2015 in Review

McDaniel Terry & Co sold out of Echelon Corp (ELON) in Q4 2015, closing a stake of 5,416 shares — an estimated $32K sold.

McDaniel Terry & Co first reported a position in ELON in Q2 2013 and held it in 10 quarters. The position peaked at $166K in Q1 2014. 29 funds tracked by Wall St. Rank hold ELON as of Q4 2015.

  • McDaniel Terry & Co reported no remaining Echelon Corp position as of Q4 2015 after selling out during the quarter.
  • McDaniel Terry & Co sold 5,416 Echelon Corp shares in Q4 2015, an estimated $32K.
  • McDaniel Terry & Co first reported a position in Echelon Corp in Q2 2013 and held it in 10 quarters.
  • McDaniel Terry & Co's Echelon Corp position peaked at $166K in Q1 2014.
  • 29 funds tracked by Wall St. Rank held Echelon Corp as of Q4 2015.

Based on McDaniel Terry & Co's 13F filing for Q4 2015, filed 12 Feb 2016.