TSW
ELON

Thompson Siegel & Walmsley’s Echelon Corp ELON Stock Holding History

Thompson Siegel & Walmsley’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
Q1 		– Sell
-213
Closed -$5K – 692
2013
Q4 		$5K Sell
213
-400
-65% -$8.95K ﹤0.01% 611
2013
Q3 		$15K Hold
613
– – ﹤0.01% 545
2013
Q2 		$13K Buy
+613
New +$14K ﹤0.01% 559

Other funds holding ELON

RA
Royce & Associates New York $12.4B AUM 64.17% 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
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Thompson Siegel & Walmsley's ELON Position: Q1 2014 in Review

Thompson Siegel & Walmsley sold out of Echelon Corp (ELON) in Q1 2014, closing a stake of 213 shares — an estimated $5K sold.

Thompson Siegel & Walmsley first reported a position in ELON in Q2 2013 and held it in 3 quarters. The position peaked at $15K in Q3 2013. 58 funds tracked by Wall St. Rank hold ELON as of Q1 2014.

  • Thompson Siegel & Walmsley reported no remaining Echelon Corp position as of Q1 2014 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 213 Echelon Corp shares in Q1 2014, an estimated $5K.
  • Thompson Siegel & Walmsley first reported a position in Echelon Corp in Q2 2013 and held it in 3 quarters.
  • Thompson Siegel & Walmsley's Echelon Corp position peaked at $15K in Q3 2013.
  • 58 funds tracked by Wall St. Rank held Echelon Corp as of Q1 2014.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2014, filed 8 May 2014.