WHV Investments’s Echelon Corp ELON Stock Holding History

WHV Investments’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
2013 Q4	–	Sell	-7,583	Closed	-$181K	–	233
2013 Q3	$181K	Buy	7,583 +36	+0.5%	+$804	﹤0.01%	239
2013 Q2	$159K	Buy	+7,547	New	+$172K	﹤0.01%	255

Other funds holding ELON

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

WHV Investments's ELON Position: Q4 2013 in Review

WHV Investments sold out of Echelon Corp (ELON) in Q4 2013, closing a stake of 7,583 shares — an estimated $181K sold.

WHV Investments first reported a position in ELON in Q2 2013 and held it in 2 quarters. The position peaked at $181K in Q3 2013. 52 funds tracked by Wall St. Rank hold ELON as of Q4 2013.

WHV Investments reported no remaining Echelon Corp position as of Q4 2013 after selling out during the quarter.
WHV Investments sold 7,583 Echelon Corp shares in Q4 2013, an estimated $181K.
WHV Investments first reported a position in Echelon Corp in Q2 2013 and held it in 2 quarters.
WHV Investments's Echelon Corp position peaked at $181K in Q3 2013.
52 funds tracked by Wall St. Rank held Echelon Corp as of Q4 2013.

Based on WHV Investments's 13F filing for Q4 2013, filed 14 Feb 2014.