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Echelon Corp (ELON)

Hypotheticals Contact Info Isins Cusips Symbols Summary Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2009-11-20 Country: United StatesIndustry: Computers-Integrated Sys

Transactions: Currently showing holdings/transactions Filed between 2009-08-22 and 2009-11-20
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-20

Hypotheticals

Hypotheticals use the owners holdings and changes reported as a model portfolio combining with stock price changes between the base price date and end price date. All results/returns are hypothetical and are not actual results!
 

Contact Information

550 Meridian Avenue,San Jose, Ca 95126,,United States
Phone: 408-938-5200 Fax: 408-790-3800 Website: HTTP://WWW.ECHELON.COM

ISIN International Securities Identification Number

US27874N1054

CUSIP Committee on Uniform Securities Identification Procedures

27874N105

Stock Symbols and Exchanges

Exchange Symbol Reuters Bloomberg Exchange Name MICR ACCR City Country Website
en6en6.be en6:gr Zobex zobx zobexBerlinGermany WWW.BERLINERBOERSE.DE
elonelon elon:us Nasdaq xnas nasdaqNew YorkUnited States WWW.NASDAQ.COM

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Owners Summary

Owners: 154Owners Buying: 73Buying Pct.: 47.40 %Owners Netrual: 25Neutral Pct.: 16.23 %Owners Selling: 52Selling Pct.: 33.76 %
Score: 3.12Brand New: 33Increase Existing: 40No Change: 25Sold Some: 30Dumped All: 22No Comparison: 4

Owners Reporting Options

Use 'As-Of/On' instead of 'Filed' for dates: Begin date: End date:
A begin price of 1900-01-01 will use the date filed for begin price: Begin Price date: End Price date:
- report date span limited to 100 days, all dates in format of yyyy-mm-dd, all fields required!

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Filed As Of/On Form Name
Fundclass Shares Activity Shares Change
Shares Change Pct. Hypothetical Old Value Hypothetical New Value Hypothetical Value Change
Hypothetical Return Hypothetical Results Director Ten Pct
Other Officer Officer Title History
News Article
   

Holdings/Transactions

FiledAs-Of/OnFormFullnameFund ClassSharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypotheticals Return Hypotheticals Results Director Other Ten Pct Officer Officer Title News Article History
2009-11-202009-09-30 N-QOppenheimer Main Street Small Cap Fund - Oppenheimer Main Street Small Cap FundSmall-Cap Core Sold All-25,300-100 %0.00 % $0News Article History of Oppenheimer Main Street Small Cap Fund - Oppenheimer Main Street Small Cap Fund Ownership Of Echelon Corp
2009-11-192009-09-30 13F-HR/ARoyal Bank Of CanadaInstitution 489Added More294150.76 %$5,682$5,638$-44-0.77 % $-26News Article History of Royal Bank Of Canada Ownership Of Echelon Corp
2009-11-182009-09-30 13F-HRJane Street Holding LlcInstitution 21,696New Holding21,696100 %$262,088$250,155$-11,933-4.55 % $-11,933News Article History of Jane Street Holding Llc Ownership Of Echelon Corp
2009-11-182009-09-30 13F-HRTimber Hill LlcNo Data 13,323New Holding13,323100 %$160,942$153,614$-7,328-4.55 % $-7,328News Article History of Timber Hill Llc Ownership Of Echelon Corp
2009-11-172009-09-30 13F-HR/AAmvescap PlcInstitution 1,716,425Sold Some-807,365-31.99 %$20,888,892$19,790,380$-1,098,512-5.25 % $516,714News Article History of Amvescap Plc Ownership Of Echelon Corp
2009-11-172009-09-30 13F-HR/ACredit Suisse First BostonInstitution 22,974Sold Some-29,224-55.98 %$279,594$264,890$-14,703-5.25 % $18,703News Article History of Credit Suisse First Boston Ownership Of Echelon Corp
2009-11-172009-09-30 13F-HRWells Fargo And CoInstitution 9,750Added More5,000105.26 %$118,658$112,418$-6,240-5.25 % $-3,200News Article History of Wells Fargo And Co Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRAmerican International Group IncInstitution 26,770Sold Some-300-1.10 %$335,160$308,658$-26,502-7.90 % $297News Article History of American International Group Inc Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRCapital Research Global InvestorsInstitution 2,000,000No Change00 %$25,040,000$23,060,000$-1,980,000-7.90 % $0News Article History of Capital Research Global Investors Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRCitadel L PInstitution 3,551Sold Some-1,498-29.66 %$44,459$40,943$-3,515-7.90 % $1,483News Article History of Citadel L P Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRDriehaus Capital Management LlcInstitution 387,604New Holding387,604100 %$4,852,802$4,469,074$-383,728-7.90 % $-383,728News Article History of Driehaus Capital Management Llc Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRFifth Third BancorpInstitution 2,324No Change00 %$29,096$26,796$-2,301-7.90 % $0News Article History of Fifth Third Bancorp Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRFmr CorpInstitution 400No Change00 %$5,008$4,612$-396-7.90 % $0News Article History of Fmr Corp Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRIng Groep NvInstitution 13,040Added More2,04018.54 %$163,261$150,351$-12,910-7.90 % $-2,020News Article History of Ing Groep Nv Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRLeuthold Weeden Capital Management LlcInstitution 25,834New Holding25,834100 %$323,442$297,866$-25,576-7.90 % $-25,576News Article History of Leuthold Weeden Capital Management Llc Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRMadison Square Investors LlcNo Data Sold All-2,793-100 %-7.90 % $2,765News Article History of Madison Square Investors Llc Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRMillennium Management LlcInstitution 35,185Sold Some-35,037-49.89 %$440,516$405,683$-34,833-7.90 % $34,687News Article History of Millennium Management Llc Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRMorgan StanleyInstitution 213,392Added More196,1871140.29 %$2,671,668$2,460,410$-211,258-7.90 % $-194,225News Article History of Morgan Stanley Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRNorthern Trust Co Of ConnecticutInstitution Sold All-81,125-100 %-7.90 % $80,314News Article History of Northern Trust Co Of Connecticut Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRNorthern Trust CorpInstitution 532,280Added More66,21314.20 %$6,664,146$6,137,188$-526,957-7.90 % $-65,551News Article History of Northern Trust Corp Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HR/AOppenheimer Funds IncInstitution 900Sold Some-37,070-97.62 %$11,268$10,377$-891-7.90 % $36,699News Article History of Oppenheimer Funds Inc Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRRbc Dominion Securities IncInstitution Sold All-3,000-100 %-7.90 % $2,970News Article History of Rbc Dominion Securities Inc Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRRockefeller Financial Services IncInstitution 26,258No Change00 %$328,750$302,755$-25,995-7.90 % $0News Article History of Rockefeller Financial Services Inc Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRShaw D E And Co IncInstitution 18,454Sold Some-34,592-65.21 %$231,044$212,775$-18,269-7.90 % $34,246News Article History of Shaw D E And Co Inc Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRTwo Sigma Investments LlcInstitution Sold All-18,700-100 %-7.90 % $18,513News Article History of Two Sigma Investments Llc Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRUs Bancorp DeInstitution 16,188Sold Some-1,843-10.22 %$202,674$186,648$-16,026-7.90 % $1,825News Article History of Us Bancorp De Ownership Of Echelon Corp
2009-11-162009-09-30 13F-HRWeiss Multi-Strategy Advisers LlcInstitution 32,940Sold Some-3,640-9.95 %$412,409$379,798$-32,611-7.90 % $3,604News Article History of Weiss Multi-Strategy Advisers Llc Ownership Of Echelon Corp
2009-11-132009-09-30 13F-HRAmeriprise Financial IncInstitution 15,190Sold Some-200-1.29 %$188,052$175,141$-12,912-6.86 % $170News Article History of Ameriprise Financial Inc Ownership Of Echelon Corp
2009-11-132009-09-30 13F-HRAxaInstitution 59,817Sold Some-14,223-19.20 %$740,534$689,690$-50,844-6.86 % $12,090News Article History of Axa Ownership Of Echelon Corp
2009-11-132009-09-30 13F-HRBarclays PlcInstitution 12,629Added More7,908167.50 %$156,347$145,612$-10,735-6.86 % $-6,722News Article History of Barclays Plc Ownership Of Echelon Corp
2009-11-132009-09-30 13F-HRBnp Paribas Arbitrage SaInstitution 11,758New Holding11,758100 %$145,564$135,570$-9,994-6.86 % $-9,994News Article History of Bnp Paribas Arbitrage Sa Ownership Of Echelon Corp
2009-11-132009-09-30 13F-HRGartmore Mutual Fund Capital TrustInstitution 304Sold Some-25,283-98.81 %$3,764$3,505$-258-6.86 % $21,491News Article History of Gartmore Mutual Fund Capital Trust Ownership Of Echelon Corp
2009-11-132009-09-30 13F-HRGeode Capital Management LlcInstitution 94,689Added More15,82620.06 %$1,172,250$1,091,764$-80,486-6.86 % $-13,452News Article History of Geode Capital Management Llc Ownership Of Echelon Corp
2009-11-132009-09-30 13F-HRGoldman Sachs Group IncInstitution 61,989Added More43,970244.02 %$767,424$714,733$-52,691-6.86 % $-37,375News Article History of Goldman Sachs Group Inc Ownership Of Echelon Corp
2009-11-132009-09-30 13F-HRKnight Capital Group IncInstitution 16,412New Holding16,412100 %$203,181$189,230$-13,950-6.86 % $-13,950News Article History of Knight Capital Group Inc Ownership Of Echelon Corp
2009-11-132009-09-30 13F-HRPrice T Rowe Associates IncInstitution 10,200No Change00 %$126,276$117,606$-8,670-6.86 % $0News Article History of Price T Rowe Associates Inc Ownership Of Echelon Corp
2009-11-132009-09-30 13F-HRRbc Capital Markets Arbitrage S AInstitution Sold All-470-100 %-6.86 % $400News Article History of Rbc Capital Markets Arbitrage S A Ownership Of Echelon Corp
2009-11-132009-09-30 13F-HRRbc Dain Rauscher IncInstitution 5,707Added More4,307307.64 %$70,653$65,802$-4,851-6.86 % $-3,661News Article History of Rbc Dain Rauscher Inc Ownership Of Echelon Corp
2009-11-132009-09-30 13F-HRSg Americas Securities LlcInstitution 10,904New Holding10,904100 %$134,992$125,723$-9,268-6.86 % $-9,268News Article History of Sg Americas Securities Llc Ownership Of Echelon Corp
2009-11-132009-09-30 13F-HRVanguard Group IncInstitution 1,288,120Added More36,8872.94 %$15,946,926$14,852,024$-1,094,902-6.86 % $-31,354News Article History of Vanguard Group Inc Ownership Of Echelon Corp
2009-11-122009-09-30 13F-HRBaldwin Brothers IncInstitution Sold All-1,500-100 %-5.25 % $960News Article History of Baldwin Brothers Inc Ownership Of Echelon Corp
2009-11-122009-09-30 13F-HRBarclays Global Investors Uk Holdings LtdInstitution 1,656,256Added More147,4819.77 %$20,156,636$19,096,632$-1,060,004-5.25 % $-94,388News Article History of Barclays Global Investors Uk Holdings Ltd Ownership Of Echelon Corp
2009-11-122009-09-30 13F-HRCredit SuisseInstitution 3,800New Holding3,800100 %$46,246$43,814$-2,432-5.25 % $-2,432News Article History of Credit Suisse Ownership Of Echelon Corp
2009-11-122009-09-30 13F-HRDavidson D A And CoInstitution 567Added More25380.57 %$6,900$6,538$-363-5.25 % $-162News Article History of Davidson D A And Co Ownership Of Echelon Corp
2009-11-122009-09-30 13F-HRDavidson Investment AdvisorsInstitution 567New Holding567100 %$6,900$6,538$-363-5.25 % $-363News Article History of Davidson Investment Advisors Ownership Of Echelon Corp
2009-11-122009-09-30 13F-HRFirst Trust Advisors LpInstitution 32,165Sold Some-4,377-11.97 %$391,448$370,862$-20,586-5.25 % $2,801News Article History of First Trust Advisors Lp Ownership Of Echelon Corp
2009-11-122009-09-30 13F-HR/AIng Investment Management CoInstitution 13,040Added More2,04018.54 %$158,697$150,351$-8,346-5.25 % $-1,306News Article History of Ing Investment Management Co Ownership Of Echelon Corp
2009-11-122009-09-30 13F-HRMerrill Lynch And Co IncInstitution 5,064Sold Some-11,311-69.07 %$61,629$58,388$-3,241-5.25 % $7,239News Article History of Merrill Lynch And Co Inc Ownership Of Echelon Corp
2009-11-122009-09-30 13F-HRMfc Global Investment Management Usa LtdInstitution 31,851Added More2,8349.76 %$387,627$367,242$-20,385-5.25 % $-1,814News Article History of Mfc Global Investment Management Usa Ltd Ownership Of Echelon Corp
2009-11-122009-09-30 13F-HRPadco Advisors Ii IncInstitution 1,155Added More807.44 %$14,056$13,317$-739-5.25 % $-51News Article History of Padco Advisors Ii Inc Ownership Of Echelon Corp
2009-11-122009-09-30 13F-HRPadco Advisors IncInstitution 1,443Added More56564.35 %$17,561$16,638$-924-5.25 % $-362News Article History of Padco Advisors Inc Ownership Of Echelon Corp
2009-11-122009-09-30 13F-HRPlacemark Investments IncInstitution 19,660Added More5,47138.55 %$239,262$226,680$-12,582-5.25 % $-3,501News Article History of Placemark Investments Inc Ownership Of Echelon Corp
2009-11-122009-09-30 13F-HRPortola Group IncInstitution Sold All-29,800-100 %-5.25 % $19,072News Article History of Portola Group Inc Ownership Of Echelon Corp
2009-11-122009-09-30 13F-HRRoyal Bank Of Scotland Group PlcInstitution 12,982No Change00 %$157,991$149,682$-8,308-5.25 % $0News Article History of Royal Bank Of Scotland Group Plc Ownership Of Echelon Corp
2009-11-122009-09-30 13F-HRSusquehanna International Group LlpInstitution 54,123Added More7,71316.61 %$658,677$624,038$-34,639-5.25 % $-4,936News Article History of Susquehanna International Group Llp Ownership Of Echelon Corp
2009-11-122009-09-30 13F-HRWm Advisors IncInstitution 99,792Sold Some-21,200-17.52 %$1,214,469$1,150,602$-63,867-5.25 % $13,568News Article History of Wm Advisors Inc Ownership Of Echelon Corp
2009-11-102009-09-30 13F-HRCitigroup IncInstitution Sold All-16,875-100 %-10.06 % $21,769News Article History of Citigroup Inc Ownership Of Echelon Corp
2009-11-102009-09-30 13F-HRComerica BankInstitution 33,455Added More2,9629.71 %$428,893$385,736$-43,157-10.06 % $-3,821News Article History of Comerica Bank Ownership Of Echelon Corp
2009-11-102009-09-30 13F-HRFirst National Trust CoInstitution 1,260No Change00 %$16,153$14,528$-1,625-10.06 % $0News Article History of First National Trust Co Ownership Of Echelon Corp
2009-11-102009-09-30 13F-HRSivest Group IncNo Data 494,100No Compare$6,334,362$5,696,973$-637,389-10.06 % News Article History of Sivest Group Inc Ownership Of Echelon Corp
2009-11-102009-09-30 13F-HRTesseract Capital LlcNo Data 800New Holding800100 %$10,256$9,224$-1,032-10.06 % $-1,032News Article History of Tesseract Capital Llc Ownership Of Echelon Corp
2009-11-102009-09-30 13F-HRUbs AgInstitution 241,561Added More41,81120.93 %$3,096,812$2,785,198$-311,614-10.06 % $-53,936News Article History of Ubs Ag Ownership Of Echelon Corp
2009-11-092009-09-30 13F-HRGruber And Mcbaine Capital Management LlcInstitution 120,000New Holding120,000100 %$1,596,000$1,383,600$-212,400-13.30 % $-212,400News Article History of Gruber And Mcbaine Capital Management Llc Ownership Of Echelon Corp
2009-11-092009-09-30 13F-HRLockwood Financial Services IncInstitution 17,598Added More610.34 %$234,053$202,905$-31,148-13.30 % $-108News Article History of Lockwood Financial Services Inc Ownership Of Echelon Corp
2009-11-092009-09-30 13F-HRMcdaniel Terry And CoInstitution 78,035Added More17,58529.09 %$1,037,866$899,744$-138,122-13.30 % $-31,125News Article History of Mcdaniel Terry And Co Ownership Of Echelon Corp
2009-11-092009-09-30 13F-HR/ARiverbridge Partners LlcInstitution 1,007,330Added More49,7545.19 %$13,397,489$11,614,515$-1,782,974-13.30 % $-88,065News Article History of Riverbridge Partners Llc Ownership Of Echelon Corp
2009-11-092009-09-30 13F-HR/ARiverbridge Partners LlcInstitution 1,001,777Added More44,2014.61 %$13,323,634$11,550,489$-1,773,145-13.30 % $-78,236News Article History of Riverbridge Partners Llc Ownership Of Echelon Corp
2009-11-092009-08-31 N-CSRSTrust For Professional Managers - Snow Capital Opportunity FundSpecialty & Misc 142,000No Change00 %$1,888,600$1,637,260$-251,340-13.30 % $0News Article History of Trust For Professional Managers - Snow Capital Opportunity Fund Ownership Of Echelon Corp
2009-11-062009-09-30 13F-HRMetropolitan Life Insurance CoInstitution 27,278No Change00 %$354,614$314,515$-40,099-11.30 % $0News Article History of Metropolitan Life Insurance Co Ownership Of Echelon Corp
2009-11-062009-09-30 13F-HRSchwab Charles Investment Management IncInstitution 56,000No Change00 %$728,000$645,680$-82,320-11.30 % $0News Article History of Schwab Charles Investment Management Inc Ownership Of Echelon Corp
2009-11-062009-09-30 13F-HRTcw Group IncInstitution 313,052Sold Some-107,403-25.54 %$4,069,676$3,609,490$-460,186-11.30 % $157,882News Article History of Tcw Group Inc Ownership Of Echelon Corp
2009-11-062009-09-30 13F-HRTeachers Advisors IncInstitution 28,213No Change00 %$366,769$325,296$-41,473-11.30 % $0News Article History of Teachers Advisors Inc Ownership Of Echelon Corp
2009-11-062009-09-30 13F-HRTiaa Cref Investment Management LlcInstitution 183,710Added More10,3105.94 %$2,388,230$2,118,176$-270,054-11.30 % $-15,156News Article History of Tiaa Cref Investment Management Llc Ownership Of Echelon Corp
2009-11-052009-09-30 13F-HRParametric Portfolio AssociatesInstitution 16,463Sold Some-2,900-14.97 %$215,665$189,818$-25,847-11.98 % $4,553News Article History of Parametric Portfolio Associates Ownership Of Echelon Corp
2009-11-052009-09-30 13F-HRProshare Advisors LlcInstitution Sold All-12,611-100 %-11.98 % $19,799News Article History of Proshare Advisors Llc Ownership Of Echelon Corp
2009-11-052009-09-30 13F-HRSnow Capital Management LpInstitution 242,240Sold Some-20,280-7.72 %$3,173,344$2,793,027$-380,317-11.98 % $31,840News Article History of Snow Capital Management Lp Ownership Of Echelon Corp
2009-11-052009-09-30 13F-HRTeacher Retirement System Of TexasInstitution 60,300No Change00 %$789,930$695,259$-94,671-11.98 % $0News Article History of Teacher Retirement System Of Texas Ownership Of Echelon Corp
2009-11-032009-09-30 13F-HRLinscomb And Williams IncInstitution 15,820Sold Some-1,000-5.94 %$214,836$182,405$-32,431-15.09 % $2,050News Article History of Linscomb And Williams Inc Ownership Of Echelon Corp
2009-11-022009-09-30 13F-HRCitizens Bank Wealth Management NaInstitution 1,256Sold Some-24-1.87 %$16,592$14,482$-2,110-12.71 % $40News Article History of Citizens Bank Wealth Management Na Ownership Of Echelon Corp
2009-10-302009-09-30 13F-HROxford Asset ManagementInstitution 39,967New Holding39,967100 %$545,550$460,820$-84,730-15.53 % $-84,730News Article History of Oxford Asset Management Ownership Of Echelon Corp
2009-10-302009-08-31 N-QFidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking StockSpecialty & Misc 1,830No Compare$24,980$21,100$-3,880-15.53 % News Article History of Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock Ownership Of Echelon Corp
2009-10-292009-09-30 13F-HRDimensional Fund Advisors IncInstitution 1,005,149Sold Some-15,083-1.47 %$14,232,910$11,589,368$-2,643,542-18.57 % $39,668News Article History of Dimensional Fund Advisors Inc Ownership Of Echelon Corp
2009-10-292009-08-31 N-QUsaa Mutual Funds Trust - Cornerstone Strategy FundSpecialty & Misc 2,645Added More90051.57 %$37,453$30,497$-6,956-18.57 % $-2,367News Article History of Usaa Mutual Funds Trust - Cornerstone Strategy Fund Ownership Of Echelon Corp
2009-10-292009-08-31 N-QUsaa Mutual Funds Trust - Growth FundMulti-Cap Growth Sold All-504-100 %-18.57 % $1,326News Article History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Echelon Corp
2009-10-292009-08-31 N-QValic Co I - Small Cap Index FundSmall-Cap Core 26,270New Holding26,270100 %$371,983$302,893$-69,090-18.57 % $-69,090News Article History of Valic Co I - Small Cap Index Fund Ownership Of Echelon Corp
2009-10-272009-09-30 13F-HRInvestors Capital Advisory ServicesInstitution 13,300New Holding13,300100 %$190,589$153,349$-37,240-19.53 % $-37,240News Article History of Investors Capital Advisory Services Ownership Of Echelon Corp
2009-10-262009-06-30 13F-HR/AAmeriprise Financial IncInstitution 15,390No Change00 %$211,151$177,447$-33,704-15.96 % $0News Article History of Ameriprise Financial Inc Ownership Of Echelon Corp
2009-10-222009-09-30 13F-HRBlackrock Group LtdInstitution 9,064No Change00 %$125,899$104,508$-21,391-16.99 % $0News Article History of Blackrock Group Ltd Ownership Of Echelon Corp
2009-10-222009-09-30 13F-HRBlackrock IncNo Data Sold All-10,675-100 %-16.99 % $25,193News Article History of Blackrock Inc Ownership Of Echelon Corp
2009-10-222009-09-30 13F-HRBlackrock Investment Management LlcInstitution 98,918Added More18,49923.00 %$1,373,971$1,140,525$-233,446-16.99 % $-43,658News Article History of Blackrock Investment Management Llc Ownership Of Echelon Corp
2009-10-222009-09-30 13F-HRGuinness Asset Management LtdInstitution Sold All-5,980-100 %-16.99 % $14,113News Article History of Guinness Asset Management Ltd Ownership Of Echelon Corp
2009-10-222009-09-30 13F-HRGuinness Atkinson Asset Management IncInstitution Sold All-207,448-100 %-16.99 % $489,577News Article History of Guinness Atkinson Asset Management Inc Ownership Of Echelon Corp
2009-10-212009-09-30 13F-HRBank Of New York Mellon CorpInstitution 146,083Sold Some-11,366-7.21 %$2,084,604$1,684,337$-400,267-19.20 % $31,143News Article History of Bank Of New York Mellon Corp Ownership Of Echelon Corp
2009-10-212009-09-30 13F-HRState Board Of Administration Of Florida Retirement SystemInstitution 49,098Added More12,51134.19 %$700,628$566,100$-134,529-19.20 % $-34,280News Article History of State Board Of Administration Of Florida Retirement System Ownership Of Echelon Corp
2009-10-202009-09-30 13F-HRPublic Employees Retirement Association Of ColoradoInstitution 26,800No Change00 %$379,220$309,004$-70,216-18.51 % $0News Article History of Public Employees Retirement Association Of Colorado Ownership Of Echelon Corp
2009-10-192009-09-30 13F-HRStrs OhioInstitution 2,100New Holding2,100100 %$30,303$24,213$-6,090-20.09 % $-6,090News Article History of Strs Ohio Ownership Of Echelon Corp
2009-10-152009-09-30 13F-HRPublic Employees Retirement System Of OhioInstitution 39,583No Change00 %$571,579$456,392$-115,187-20.15 % $0News Article History of Public Employees Retirement System Of Ohio Ownership Of Echelon Corp
2009-10-092009-09-30 13F-HRProgressive Investment ManagementInstitution 25,000No Change00 %$352,750$288,250$-64,500-18.28 % $0News Article History of Progressive Investment Management Ownership Of Echelon Corp
2009-10-082009-09-30 13F-HRRhumbline AdvisersInstitution 52,663Added More3000.57 %$740,442$607,204$-133,237-17.99 % $-759News Article History of Rhumbline Advisers Ownership Of Echelon Corp
2009-10-022009-07-31 N-CSRUsaa Mutual Funds Trust - Growth FundMulti-Cap Growth 504New Holding504100 %$6,456$5,811$-645-9.99 % $-645News Article History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Echelon Corp
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc - International Core Equity PortfolioInternational Small-Mid-Cap Value 76,274Added More74,6744667.12 %$968,680$879,439$-89,241-9.21 % $-87,369News Article History of Dfa Investment Dimensions Group Inc - International Core Equity Portfolio Ownership Of Echelon Corp
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc - International Vector Equity PortfolioNo Data 20,272New Holding20,272100 %$257,454$233,736$-23,718-9.21 % $-23,718News Article History of Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio Ownership Of Echelon Corp
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc - Us Sustainability Core 1 PortfolioNo Data 700New Holding700100 %$8,890$8,071$-819-9.21 % $-819News Article History of Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio Ownership Of Echelon Corp
2009-09-292009-07-31 N-QIshares Trust - Ishares Kld 400 Social Index FundSpecialty & Misc 522New Holding522100 %$6,629$6,019$-611-9.21 % $-611News Article History of Ishares Trust - Ishares Kld 400 Social Index Fund Ownership Of Echelon Corp
2009-09-292009-07-31 N-QJnl Investors Series Trust - Jackson Perspective Index 5 FundSpecialty & Misc 500No Change00 %$6,350$5,765$-585-9.21 % $0News Article History of Jnl Investors Series Trust - Jackson Perspective Index 5 Fund Ownership Of Echelon Corp
2009-09-282009-07-31 N-QMassmutual Premier Funds - Massmutual Premier Main Street Small Cap FundSmall-Cap Core Sold All-1,170-100 %-16.26 % $2,621News Article History of Massmutual Premier Funds - Massmutual Premier Main Street Small Cap Fund Ownership Of Echelon Corp
2009-09-282009-07-31 N-QMassmutual Premier Funds - Massmutual Premier Small Company Opportunities FundSmall-Cap Core Sold All-2,100-100 %-16.26 % $4,704News Article History of Massmutual Premier Funds - Massmutual Premier Small Company Opportunities Fund Ownership Of Echelon Corp
2009-09-282009-07-31 N-QOld Westbury Funds Inc - International FundInternational Multi-Cap Core 7,525No Change00 %$103,619$86,763$-16,856-16.26 % $0News Article History of Old Westbury Funds Inc - International Fund Ownership Of Echelon Corp
2009-09-282009-07-31 N-QPowershares Exchange Traded Fund Trust - Powershares Dividend Achievers PortfolioSpecialty & Misc 2,371,157New Holding2,371,157100 %$32,650,832$27,339,440$-5,311,392-16.26 % $-5,311,392News Article History of Powershares Exchange Traded Fund Trust - Powershares Dividend Achievers Portfolio Ownership Of Echelon Corp
2009-09-282009-07-31 N-QPowershares Exchange Traded Fund Trust - Powershares Dynamic Small Cap Growth PortfolioSmall-Cap Growth 9,951New Holding9,951100 %$137,025$114,735$-22,290-16.26 % $-22,290News Article History of Powershares Exchange Traded Fund Trust - Powershares Dynamic Small Cap Growth Portfolio Ownership Of Echelon Corp
2009-09-172009-07-31 N-QRydex Etf Trust - Rydex Inverse Russell 2000 EtfSpecialty & Misc 700New Holding700100 %$10,199$8,071$-2,128-20.86 % $-2,128News Article History of Rydex Etf Trust - Rydex Inverse Russell 2000 Etf Ownership Of Echelon Corp
2009-09-112009-06-30 13F-HR/ABarclays Global Investors Uk Holdings LtdInstitution 1,508,775Added More208,29416.01 %$18,663,547$17,396,176$-1,267,371-6.79 % $-174,967News Article History of Barclays Global Investors Uk Holdings Ltd Ownership Of Echelon Corp
2009-09-082009-06-30 N-CSRSGuinness Atkinson Funds - Guinness Atkinson Global Energy FundNatural Resources 207,448New Holding207,448100 %$2,383,578$2,391,875$8,2980.34 % $8,298News Article History of Guinness Atkinson Funds - Guinness Atkinson Global Energy Fund Ownership Of Echelon Corp
2009-09-082009-06-30 N-CSRSRydex Series Funds - Banking FundFinancial Services 878Sold Some-80-8.35 %$10,088$10,123$350.34 % $-3News Article History of Rydex Series Funds - Banking Fund Ownership Of Echelon Corp
2009-09-082009-06-30 N-CSRSRydex Variable Trust - Biotechnology FundHealth/Biotech 425Added More19080.85 %$4,883$4,900$170.34 % $8News Article History of Rydex Variable Trust - Biotechnology Fund Ownership Of Echelon Corp
2009-09-042009-06-30 N-CSRSAxa Premier Vip Trust - Multimanager Small Cap Growth PortfolioSmall-Cap Growth 15,600Sold Some-7,100-31.27 %$173,940$179,868$5,9283.40 % $-2,698News Article History of Axa Premier Vip Trust - Multimanager Small Cap Growth Portfolio Ownership Of Echelon Corp
2009-09-042009-06-30 N-CSRSAxa Premier Vip Trust - Multimanager Small Cap Value PortfolioSmall-Cap Value 11,700New Holding11,700100 %$130,455$134,901$4,4463.40 % $4,446News Article History of Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio Ownership Of Echelon Corp
2009-09-042009-06-30 N-CSRSEq Advisors Trust - Eqalliancebernstein Small Cap Growth PortfolioSmall-Cap Growth 21,700Sold Some-13,821-38.90 %$241,955$250,201$8,2463.40 % $-5,252News Article History of Eq Advisors Trust - Eqalliancebernstein Small Cap Growth Portfolio Ownership Of Echelon Corp
2009-09-042009-06-30 N-CSRSEq Advisors Trust - Eqalliancebernstein Value PortfolioMulti-Cap Value 5,820New Holding5,820100 %$64,893$67,105$2,2123.40 % $2,212News Article History of Eq Advisors Trust - Eqalliancebernstein Value Portfolio Ownership Of Echelon Corp
2009-09-042009-06-30 N-CSRSEq Advisors Trust - Eqbond Index PortfolioSpecialty & Misc 50,150Added More3,8508.31 %$559,173$578,230$19,0573.40 % $1,463News Article History of Eq Advisors Trust - Eqbond Index Portfolio Ownership Of Echelon Corp
2009-09-042009-06-30 N-CSRSFirsthand Funds - Firsthand Alternative Energy FundNo Data 14,500Sold Some-14,500-50.00 %$161,675$167,185$5,5103.40 % $-5,510News Article History of Firsthand Funds - Firsthand Alternative Energy Fund Ownership Of Echelon Corp
2009-09-042009-06-30 N-CSRSFirsthand Funds - Firsthand Technology Value FundScience & Tech 479,600No Change00 %$5,347,540$5,529,788$182,2483.40 % $0News Article History of Firsthand Funds - Firsthand Technology Value Fund Ownership Of Echelon Corp
2009-09-042009-06-30 N-CSRSForward Funds - Forward Legato FundSmall-Cap Core Sold All-3,425-100 %3.40 % $-1,302News Article History of Forward Funds - Forward Legato Fund Ownership Of Echelon Corp
2009-09-042009-06-30 N-CSRSSun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap FundSmall-Cap Core 1,210Sold Some-490-28.82 %$13,492$13,951$4603.40 % $-186News Article History of Sun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap Fund Ownership Of Echelon Corp
2009-09-042009-06-30 N-CSRSVanguard Institutional Index Funds - Vanguard Institutional Index FundSpecialty & Misc 51,098New Holding51,098100 %$569,743$589,160$19,4173.40 % $19,417News Article History of Vanguard Institutional Index Funds - Vanguard Institutional Index Fund Ownership Of Echelon Corp
2009-09-032009-06-30 N-CSRSAnchor Series Trust - Asset Allocation PortfolioSpecialty & Misc Sold All-1,488-100 %5.10 % $-833News Article History of Anchor Series Trust - Asset Allocation Portfolio Ownership Of Echelon Corp
2009-09-032009-06-30 N-CSRSMml Series Investment Fund Ii - Mml Small Cap Equity FundSmall-Cap Core 1,040Added More404.00 %$11,409$11,991$5825.10 % $22News Article History of Mml Series Investment Fund Ii - Mml Small Cap Equity Fund Ownership Of Echelon Corp
2009-09-032009-06-30 N-CSRSPacific Select Fund - Pd Small-Cap Growth Index PortfolioNo Data 378No Compare$4,147$4,358$2125.10 % News Article History of Pacific Select Fund - Pd Small-Cap Growth Index Portfolio Ownership Of Echelon Corp
2009-09-032009-06-30 N-CSRSPacific Select Fund - Pd Small-Cap Value Index PortfolioNo Data 200No Compare$2,194$2,306$1125.10 % News Article History of Pacific Select Fund - Pd Small-Cap Value Index Portfolio Ownership Of Echelon Corp
2009-09-032009-06-30 N-CSR/AProfessionally Managed Portfolios - Portfolio 21Global Multi-Cap Value Sold All-25,000-100 %5.10 % $-14,000News Article History of Professionally Managed Portfolios - Portfolio 21 Ownership Of Echelon Corp
2009-09-032009-06-30 N-CSRStreettracks Series Trust - Spdr Dividend EtfSpecialty & Misc 6,048Added More5399.78 %$66,347$69,733$3,3875.10 % $302News Article History of Streettracks Series Trust - Spdr Dividend Etf Ownership Of Echelon Corp
2009-09-012009-06-30 13F-HR/AAmvescap PlcInstitution 2,523,790Sold Some-1,860,184-42.43 %$26,979,315$29,099,299$2,119,9847.85 % $-1,562,555News Article History of Amvescap Plc Ownership Of Echelon Corp
2009-09-012009-06-30 13F-HR/AFmr CorpInstitution 400No Change00 %$4,276$4,612$3367.85 % $0News Article History of Fmr Corp Ownership Of Echelon Corp
2009-08-312009-06-30 N-QNorthern Lights Fund Trust - Biondo FundHealth/Biotech Sold All-2,390-100 %1.49 % $-406News Article History of Northern Lights Fund Trust - Biondo Fund Ownership Of Echelon Corp
2009-08-312009-06-30 N-CSRSTiaa Cref Life Fund - Stock Index FundSpecialty & Misc 330No Change00 %$3,749$3,805$561.49 % $0News Article History of Tiaa Cref Life Fund - Stock Index Fund Ownership Of Echelon Corp
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell 2000 Growth Index FundMulti-Cap Growth 162,133Sold Some-39,137-19.44 %$1,986,129$1,869,393$-116,736-5.87 % $28,179News Article History of Ishares Trust - Ishares Russell 2000 Growth Index Fund Ownership Of Echelon Corp
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell 2000 Index FundSpecialty & Misc 390,945Added More23,1386.29 %$4,789,076$4,507,596$-281,480-5.87 % $-16,659News Article History of Ishares Trust - Ishares Russell 2000 Index Fund Ownership Of Echelon Corp
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell 2000 Value Index FundMulti-Cap Value 77,765New Holding77,765100 %$952,621$896,630$-55,991-5.87 % $-55,991News Article History of Ishares Trust - Ishares Russell 2000 Value Index Fund Ownership Of Echelon Corp
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell 3000 Growth Index FundMulti-Cap Growth 1,651Sold Some-189-10.27 %$20,225$19,036$-1,189-5.87 % $136News Article History of Ishares Trust - Ishares Russell 3000 Growth Index Fund Ownership Of Echelon Corp
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell 3000 Index FundSpecialty & Misc 8,041Added More4806.34 %$98,502$92,713$-5,790-5.87 % $-346News Article History of Ishares Trust - Ishares Russell 3000 Index Fund Ownership Of Echelon Corp
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell 3000 Value Index FundMulti-Cap Value 642New Holding642100 %$7,865$7,402$-462-5.87 % $-462News Article History of Ishares Trust - Ishares Russell 3000 Value Index Fund Ownership Of Echelon Corp
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell Microcap Index FundSpecialty & Misc 52,959Added More18,25052.58 %$648,748$610,617$-38,130-5.87 % $-13,140News Article History of Ishares Trust - Ishares Russell Microcap Index Fund Ownership Of Echelon Corp
2009-08-282009-06-30 N-QSmallcap World Fund Inc - Smallcap World Fund IncSmall-Cap Core 2,000,000No Change00 %$24,500,000$23,060,000$-1,440,000-5.87 % $0News Article History of Smallcap World Fund Inc - Smallcap World Fund Inc Ownership Of Echelon Corp
2009-08-282009-06-30 13F-HR/AWells Fargo And CoInstitution 4,750No Change00 %$58,188$54,768$-3,420-5.87 % $0News Article History of Wells Fargo And Co Ownership Of Echelon Corp
2009-08-272009-06-30 N-QTiaa Cref Institutional Mutual Funds - Equity Index FundSpecialty & Misc 21,903Added More14,546197.71 %$221,220$252,542$31,32114.15 % $20,801News Article History of Tiaa Cref Institutional Mutual Funds - Equity Index Fund Ownership Of Echelon Corp
2009-08-272009-06-30 N-QTiaa Cref Institutional Mutual Funds - Growth Equity FundMulti-Cap Growth Sold All-10,674-100 %14.15 % $-15,264News Article History of Tiaa Cref Institutional Mutual Funds - Growth Equity Fund Ownership Of Echelon Corp
2009-08-272009-06-30 N-CSRSVanguard Index Funds - Vanguard 500 Index FundS&P 500 Index Sold All-111,110-100 %14.15 % $-158,887News Article History of Vanguard Index Funds - Vanguard 500 Index Fund Ownership Of Echelon Corp
2009-08-272009-06-30 N-CSRSVanguard Index Funds - Vanguard Extended Market Index FundMid-Cap Core 190,330New Holding190,330100 %$1,922,333$2,194,505$272,17214.15 % $272,172News Article History of Vanguard Index Funds - Vanguard Extended Market Index Fund Ownership Of Echelon Corp
2009-08-272009-06-30 N-CSRSVanguard Index Funds - Vanguard Growth Index FundLarge-Cap Growth 152,197New Holding152,197100 %$1,537,190$1,754,831$217,64214.15 % $217,642News Article History of Vanguard Index Funds - Vanguard Growth Index Fund Ownership Of Echelon Corp
2009-08-272009-06-30 N-CSRSVanguard Index Funds - Vanguard Total Stock Market Index FundMulti-Cap Core 337,083New Holding337,083100 %$3,404,538$3,886,567$482,02914.15 % $482,029News Article History of Vanguard Index Funds - Vanguard Total Stock Market Index Fund Ownership Of Echelon Corp
2009-08-272009-06-30 N-CSRSVanguard Index Funds - Vanguard Value Index FundLarge-Cap Value 84,204New Holding84,204100 %$850,460$970,872$120,41214.15 % $120,412News Article History of Vanguard Index Funds - Vanguard Value Index Fund Ownership Of Echelon Corp
2009-08-272008-06-30 N-CSRSVanguard Balanced Index Funds - Vanguard Balanced Index FundMixed-Asset Target Allocation Growth 14,300No Change00 %$144,430$164,879$20,44914.15 % $0News Article History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Echelon Corp
2009-08-272008-06-30 N-CSRSVanguard Balanced Index Funds - Vanguard Balanced Index FundMixed-Asset Target Allocation Growth 19,200Added More4,90034.26 %$193,920$221,376$27,45614.15 % $7,007News Article History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Echelon Corp
2009-08-242009-06-30 N-CSRSOppenheimer Variable Account Funds - Oppenheimer Main Street FundvaSpecialty & Misc 5,800New Holding5,800100 %$59,972$66,874$6,90211.50 % $6,902News Article History of Oppenheimer Variable Account Funds - Oppenheimer Main Street Fundva Ownership Of Echelon Corp
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