PVH
ELON

Psagot Value Holdings’s Echelon Corp ELON Stock Holding History

Psagot Value Holdings’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
Q4 		– Sell
-476
Closed -$10K – 408
2014
Q3 		$10K Buy
476
+8
+2% +$181 ﹤0.01% 389
2014
Q2 		$11K Buy
468
+79
+20% +$2.03K ﹤0.01% 389
2014
Q1 		$11K Sell
389
-97
-20% -$2.93K ﹤0.01% 455
2013
Q4 		$10K Sell
486
-330
-40% -$7.38K ﹤0.01% 413
2013
Q3 		$19K Buy
+816
New +$18.2K ﹤0.01% 391

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Psagot Value Holdings's ELON Position: Q4 2014 in Review

Psagot Value Holdings sold out of Echelon Corp (ELON) in Q4 2014, closing a stake of 476 shares — an estimated $10K sold.

Psagot Value Holdings first reported a position in ELON in Q3 2013 and held it in 5 quarters. The position peaked at $19K in Q3 2013. 49 funds tracked by Wall St. Rank hold ELON as of Q4 2014.

  • Psagot Value Holdings reported no remaining Echelon Corp position as of Q4 2014 after selling out during the quarter.
  • Psagot Value Holdings sold 476 Echelon Corp shares in Q4 2014, an estimated $10K.
  • Psagot Value Holdings first reported a position in Echelon Corp in Q3 2013 and held it in 5 quarters.
  • Psagot Value Holdings's Echelon Corp position peaked at $19K in Q3 2013.
  • 49 funds tracked by Wall St. Rank held Echelon Corp as of Q4 2014.

Based on Psagot Value Holdings's 13F filing for Q4 2014, filed 17 Feb 2015.