Calvert Investment Management’s Applied Industrial Technologies AIT Stock Holding History

Calvert Investment Management’s Portfolio AIT Stock Details AIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-86,556	Closed	-$3.91M	–	785
2016 Q2	$3.91M	Buy	86,556 +11,008	+15%	+$493K	0.16%	152
2016 Q1	$3.28M	Sell	75,548 -202,323	-73%	-$7.98M	0.14%	143
2015 Q4	$11.3M	Buy	277,871 +91,810	+49%	+$3.75M	0.51%	51
2015 Q3	$7.1M	Buy	186,061 +119,915	+181%	+$4.74M	0.35%	74
2015 Q2	$2.62M	Buy	66,146 +50,670	+327%	+$2.15M	0.12%	149
2015 Q1	$702K	Buy	15,476 +18	+0.1%	+$769	0.05%	275
2014 Q4	$705K	Buy	15,458 +378	+3%	+$17.7K	0.05%	267
2014 Q3	$688K	Buy	15,080 +2,271	+18%	+$111K	0.05%	257
2014 Q2	$650K	Buy	12,809 +407	+3%	+$19.7K	0.04%	206
2014 Q1	$598K	Buy	12,402 +3,268	+36%	+$160K	0.04%	207
2013 Q4	$448K	Buy	+9,134	New	+$445K	0.03%	234

Other funds holding AIT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Calvert Investment Management's AIT Position: Q3 2016 in Review

Calvert Investment Management sold out of Applied Industrial Technologies (AIT) in Q3 2016, closing a stake of 86,556 shares — an estimated $3.91M sold.

Calvert Investment Management first reported a position in AIT in Q4 2013 and held it in 11 quarters. The position peaked at $11.3M in Q4 2015. 187 funds tracked by Wall St. Rank hold AIT as of Q3 2016.

Calvert Investment Management reported no remaining Applied Industrial Technologies position as of Q3 2016 after selling out during the quarter.
Calvert Investment Management sold 86,556 Applied Industrial Technologies shares in Q3 2016, an estimated $3.91M.
Calvert Investment Management first reported a position in Applied Industrial Technologies in Q4 2013 and held it in 11 quarters.
Calvert Investment Management's Applied Industrial Technologies position peaked at $11.3M in Q4 2015.
187 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2016.

Based on Calvert Investment Management's 13F filing for Q3 2016, filed 7 Nov 2016.