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Calvert Investment Management’s Ally Financial ALLY Stock Holding History

Calvert Investment Management’s Portfolio ALLY Stock Details ALLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-32,841
Closed -$625K – 33
2016
Q4 		$625K Sell
32,841
-3,041
-8% -$58.5K 0.02% 492
2016
Q3 		$699K Buy
35,882
+3,653
+11% +$67.9K 0.03% 469
2016
Q2 		$550K Sell
32,229
-4,027
-11% -$69.6K 0.02% 484
2016
Q1 		$679K Buy
36,256
+2,246
+7% +$38.7K 0.03% 410
2015
Q4 		$634K Buy
+34,010
New +$674K 0.03% 400

Other funds holding ALLY

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

Calvert Investment Management sold out of Ally Financial (ALLY) in Q1 2017, closing a stake of 32,841 shares — an estimated $625K sold.

Calvert Investment Management first reported a position in ALLY in Q4 2015 and held it in 5 quarters. The position peaked at $699K in Q3 2016. 365 funds tracked by Wall St. Rank hold ALLY as of Q1 2017.

  • Calvert Investment Management reported no remaining Ally Financial position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 32,841 Ally Financial shares in Q1 2017, an estimated $625K.
  • Calvert Investment Management first reported a position in Ally Financial in Q4 2015 and held it in 5 quarters.
  • Calvert Investment Management's Ally Financial position peaked at $699K in Q3 2016.
  • 365 funds tracked by Wall St. Rank held Ally Financial as of Q1 2017.

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