TC
ELON

TFS Capital’s Echelon Corp ELON Stock Holding History

TFS Capital’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
-1,296
Closed -$26K – 1263
2014
Q3 		$26K Sell
1,296
-7,861
-86% -$177K ﹤0.01% 1013
2014
Q2 		$223K Sell
9,157
-26,693
-74% -$686K 0.02% 916
2014
Q1 		$997K Buy
+35,850
New +$1.08M 0.07% 457

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

TFS Capital's ELON Position: Q4 2014 in Review

TFS Capital sold out of Echelon Corp (ELON) in Q4 2014, closing a stake of 1,296 shares — an estimated $26K sold.

TFS Capital first reported a position in ELON in Q1 2014 and held it in 3 quarters. The position peaked at $997K in Q1 2014. 49 funds tracked by Wall St. Rank hold ELON as of Q4 2014.

  • TFS Capital reported no remaining Echelon Corp position as of Q4 2014 after selling out during the quarter.
  • TFS Capital sold 1,296 Echelon Corp shares in Q4 2014, an estimated $26K.
  • TFS Capital first reported a position in Echelon Corp in Q1 2014 and held it in 3 quarters.
  • TFS Capital's Echelon Corp position peaked at $997K in Q1 2014.
  • 49 funds tracked by Wall St. Rank held Echelon Corp as of Q4 2014.

Based on TFS Capital's 13F filing for Q4 2014, filed 29 Jan 2015.