Wellington Management Group
ELON

Wellington Management Group’s Echelon Corp ELON Stock Holding History

Wellington Management Group’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
-12,892
Closed -$277K – 2275
2013
Q4 		$277K Hold
12,892
– – ﹤0.01% 2089
2013
Q3 		$308K Buy
+12,892
New +$288K ﹤0.01% 2070

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
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Wellington Management Group's ELON Position: Q1 2014 in Review

Wellington Management Group sold out of Echelon Corp (ELON) in Q1 2014, closing a stake of 12,892 shares — an estimated $277K sold.

Wellington Management Group first reported a position in ELON in Q3 2013 and held it in 2 quarters. The position peaked at $308K in Q3 2013. 58 funds tracked by Wall St. Rank hold ELON as of Q1 2014.

  • Wellington Management Group reported no remaining Echelon Corp position as of Q1 2014 after selling out during the quarter.
  • Wellington Management Group sold 12,892 Echelon Corp shares in Q1 2014, an estimated $277K.
  • Wellington Management Group first reported a position in Echelon Corp in Q3 2013 and held it in 2 quarters.
  • Wellington Management Group's Echelon Corp position peaked at $308K in Q3 2013.
  • 58 funds tracked by Wall St. Rank held Echelon Corp as of Q1 2014.

Based on Wellington Management Group's 13F filing for Q1 2014, filed 15 May 2014.