PWM
ELON

Perigon Wealth Management’s Echelon Corp ELON Stock Holding History

Perigon Wealth Management’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
2018
Q2 		– Sell
-2
Closed – – 690
2018
Q1 		$0 Hold
2
– – ﹤0.01% 708
2017
Q4 		$0 Hold
2
– – ﹤0.01% 694
2017
Q3 		$0 Buy
+2
New +$10 ﹤0.01% 752

Other funds holding ELON

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Perigon Wealth Management's ELON Position: Q2 2018 in Review

Perigon Wealth Management sold out of Echelon Corp (ELON) in Q2 2018, closing a stake of 2 shares.

Perigon Wealth Management first reported a position in ELON in Q3 2017 and held it in 3 quarters. The position peaked at $0 in Q1 2018. 25 funds tracked by Wall St. Rank hold ELON as of Q2 2018.

  • Perigon Wealth Management reported no remaining Echelon Corp position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 2 Echelon Corp shares in Q2 2018.
  • Perigon Wealth Management first reported a position in Echelon Corp in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's Echelon Corp position peaked at $0 in Q1 2018.
  • 25 funds tracked by Wall St. Rank held Echelon Corp as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.