RCM
ELON

Rotella Capital Management’s Echelon Corp ELON Stock Holding History

Rotella Capital 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
2013
Q3 		– Sell
-1,050
Closed -$22K – 175
2013
Q2 		$22K Buy
+1,050
New +$24K 0.07% 130

Other funds holding ELON

RA
Royce & Associates New York $10.1B AUM 42.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Rotella Capital Management's ELON Position: Q3 2013 in Review

Rotella Capital Management sold out of Echelon Corp (ELON) in Q3 2013, closing a stake of 1,050 shares — an estimated $22K sold.

Rotella Capital Management first reported a position in ELON in Q2 2013 and held it in 1 quarter. The position peaked at $22K in Q2 2013. 54 funds tracked by Wall St. Rank hold ELON as of Q3 2013.

  • Rotella Capital Management reported no remaining Echelon Corp position as of Q3 2013 after selling out during the quarter.
  • Rotella Capital Management sold 1,050 Echelon Corp shares in Q3 2013, an estimated $22K.
  • Rotella Capital Management first reported a position in Echelon Corp in Q2 2013 and held it in 1 quarter.
  • Rotella Capital Management's Echelon Corp position peaked at $22K in Q2 2013.
  • 54 funds tracked by Wall St. Rank held Echelon Corp as of Q3 2013.

Based on Rotella Capital Management's 13F filing for Q3 2013, filed 18 Nov 2013.