Wells Fargo
ELON

Wells Fargo’s Echelon Corp ELON Stock Holding History

Wells Fargo’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
-25
Closed – – 6592
2016
Q3 		$0 Hold
25
– – ﹤0.01% 6476
2016
Q2 		$0 Hold
25
– – ﹤0.01% 6509
2016
Q1 		$0 Sell
25
-50
-67% -$282 ﹤0.01% 6590
2015
Q4 		$0 Buy
75
+50
+200% +$303 ﹤0.01% 6553
2015
Q3 		$0 Hold
25
– – ﹤0.01% 6605
2015
Q2 		$0 Sell
25
-84
-77% -$776 ﹤0.01% 6629
2015
Q1 		$1K Hold
109
– – ﹤0.01% 6099
2014
Q4 		$2K Sell
109
-1,004
-90% -$18.7K ﹤0.01% 6043
2014
Q3 		$23K Buy
1,113
+1,004
+921% +$22.7K ﹤0.01% 5241
2014
Q2 		$3K Sell
109
-65
-37% -$1.67K ﹤0.01% 5913
2014
Q1 		$5K Buy
174
+40
+30% +$1.21K ﹤0.01% 5562
2013
Q4 		$3K Sell
134
-950
-88% -$21.2K ﹤0.01% 5509
2013
Q3 		$26K Buy
1,084
+870
+407% +$19.4K ﹤0.01% 4889
2013
Q2 		$5K Buy
+214
New +$4.89K ﹤0.01% 5228

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

Wells Fargo's ELON Position: Q4 2016 in Review

Wells Fargo sold out of Echelon Corp (ELON) in Q4 2016, closing a stake of 25 shares.

Wells Fargo first reported a position in ELON in Q2 2013 and held it in 14 quarters. The position peaked at $26K in Q3 2013. 24 funds tracked by Wall St. Rank hold ELON as of Q4 2016.

  • Wells Fargo reported no remaining Echelon Corp position as of Q4 2016 after selling out during the quarter.
  • Wells Fargo sold 25 Echelon Corp shares in Q4 2016.
  • Wells Fargo first reported a position in Echelon Corp in Q2 2013 and held it in 14 quarters.
  • Wells Fargo's Echelon Corp position peaked at $26K in Q3 2013.
  • 24 funds tracked by Wall St. Rank held Echelon Corp as of Q4 2016.

Based on Wells Fargo's 13F filing for Q4 2016, filed 1 Feb 2017.