WT
ELON

Whittier Trust’s Echelon Corp ELON Stock Holding History

Whittier Trust’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
2015
Q3 		– Sell
-50
Closed – – 1250
2015
Q2 		$0 Buy
+50
New +$462 ﹤0.01% 1314

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whittier Trust's ELON Position: Q3 2015 in Review

Whittier Trust sold out of Echelon Corp (ELON) in Q3 2015, closing a stake of 50 shares.

Whittier Trust first reported a position in ELON in Q2 2015 and held it in 1 quarter. The position peaked at $0 in Q2 2015. 38 funds tracked by Wall St. Rank hold ELON as of Q3 2015.

  • Whittier Trust reported no remaining Echelon Corp position as of Q3 2015 after selling out during the quarter.
  • Whittier Trust sold 50 Echelon Corp shares in Q3 2015.
  • Whittier Trust first reported a position in Echelon Corp in Q2 2015 and held it in 1 quarter.
  • Whittier Trust's Echelon Corp position peaked at $0 in Q2 2015.
  • 38 funds tracked by Wall St. Rank held Echelon Corp as of Q3 2015.

Based on Whittier Trust's 13F filing for Q3 2015, filed 12 Nov 2015.