MFS
ELON

MSI Financial Services’s Echelon Corp ELON Stock Holding History

MSI Financial 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
2014
Q3 		– Sell
-150
Closed -$4K – 2808
2014
Q2 		$4K Hold
150
– – ﹤0.01% 2188
2014
Q1 		$4K Buy
150
+144
+2,400% +$4.34K ﹤0.01% 2118
2013
Q4 		$0 Sell
6
-6
-50% -$134 ﹤0.01% 2647
2013
Q3 		$0 Buy
12
+6
+100% +$134 ﹤0.01% 2493
2013
Q2 		$0 Buy
+6
New +$137 ﹤0.01% 2447

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MSI Financial Services's ELON Position: Q3 2014 in Review

MSI Financial Services sold out of Echelon Corp (ELON) in Q3 2014, closing a stake of 150 shares — an estimated $4K sold.

MSI Financial Services first reported a position in ELON in Q2 2013 and held it in 5 quarters. The position peaked at $4K in Q2 2014. 49 funds tracked by Wall St. Rank hold ELON as of Q3 2014.

  • MSI Financial Services reported no remaining Echelon Corp position as of Q3 2014 after selling out during the quarter.
  • MSI Financial Services sold 150 Echelon Corp shares in Q3 2014, an estimated $4K.
  • MSI Financial Services first reported a position in Echelon Corp in Q2 2013 and held it in 5 quarters.
  • MSI Financial Services's Echelon Corp position peaked at $4K in Q2 2014.
  • 49 funds tracked by Wall St. Rank held Echelon Corp as of Q3 2014.

Based on MSI Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.