SKK
ELON

Shepherd Kaplan Krochuk’s Echelon Corp ELON Stock Holding History

Shepherd Kaplan Krochuk’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
2016
Q4 		– Sell
-28,977
Closed -$152K – 393
2016
Q3 		$152K Buy
28,977
+10,896
+60% +$55.5K 0.03% 274
2016
Q2 		$86K Sell
18,081
-5,000
-22% -$25.3K 0.02% 322
2016
Q1 		$127K Sell
23,081
-8,878
-28% -$50K 0.04% 234
2015
Q4 		$180K Buy
31,959
+8,699
+37% +$52.8K 0.05% 298
2015
Q3 		$138K Buy
23,260
+12,900
+125% +$77.9K 0.04% 309
2015
Q2 		$83K Buy
10,360
+6,250
+152% +$57.8K 0.02% 390
2015
Q1 		$39K Buy
+4,110
New +$51.9K 0.01% 388

Other funds holding ELON

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Shepherd Kaplan Krochuk's ELON Position: Q4 2016 in Review

Shepherd Kaplan Krochuk sold out of Echelon Corp (ELON) in Q4 2016, closing a stake of 28,977 shares — an estimated $152K sold.

Shepherd Kaplan Krochuk first reported a position in ELON in Q1 2015 and held it in 7 quarters. The position peaked at $180K in Q4 2015. 24 funds tracked by Wall St. Rank hold ELON as of Q4 2016.

  • Shepherd Kaplan Krochuk reported no remaining Echelon Corp position as of Q4 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 28,977 Echelon Corp shares in Q4 2016, an estimated $152K.
  • Shepherd Kaplan Krochuk first reported a position in Echelon Corp in Q1 2015 and held it in 7 quarters.
  • Shepherd Kaplan Krochuk's Echelon Corp position peaked at $180K in Q4 2015.
  • 24 funds tracked by Wall St. Rank held Echelon Corp as of Q4 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2016, filed 10 Feb 2017.