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Calvert Investment Management’s AES AES Stock Holding History

Calvert Investment Management’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-163,714
Closed -$1.9M – 17
2016
Q4 		$1.9M Sell
163,714
-5,568
-3% -$65.4K 0.07% 297
2016
Q3 		$2.17M Buy
169,282
+15,270
+10% +$190K 0.08% 280
2016
Q2 		$1.92M Sell
154,012
-3,281
-2% -$37K 0.08% 261
2016
Q1 		$1.86M Buy
157,293
+12,393
+9% +$123K 0.08% 236
2015
Q4 		$1.39M Buy
144,900
+53,732
+59% +$538K 0.06% 244
2015
Q3 		$893K Buy
91,168
+18,205
+25% +$220K 0.04% 242
2015
Q2 		$967K Buy
+72,963
New +$979K 0.04% 245

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Calvert Investment Management's AES Position: Q1 2017 in Review

Calvert Investment Management sold out of AES (AES) in Q1 2017, closing a stake of 163,714 shares — an estimated $1.9M sold.

Calvert Investment Management first reported a position in AES in Q2 2015 and held it in 7 quarters. The position peaked at $2.17M in Q3 2016. 479 funds tracked by Wall St. Rank hold AES as of Q1 2017.

  • Calvert Investment Management reported no remaining AES position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 163,714 AES shares in Q1 2017, an estimated $1.9M.
  • Calvert Investment Management first reported a position in AES in Q2 2015 and held it in 7 quarters.
  • Calvert Investment Management's AES position peaked at $2.17M in Q3 2016.
  • 479 funds tracked by Wall St. Rank held AES as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.