Calvert Investment Management’s Affiliated Managers Group AMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-3,723	Closed	-$541K	–	40
2016 Q4	$541K	Sell	3,723 -356	-9%	-$51.7K	0.02%	526
2016 Q3	$590K	Sell	4,079 -4	-0.1%	-$573	0.02%	499
2016 Q2	$575K	Buy	4,083 +18	+0.4%	+$2.95K	0.02%	469
2016 Q1	$660K	Buy	4,065 +399	+11%	+$55.7K	0.03%	418
2015 Q4	$586K	Buy	+3,666	New	+$630K	0.03%	418
2015 Q2	–	Sell	-2,371	Closed	-$509K	–	633
2015 Q1	$509K	Buy	2,371 +185	+8%	+$39K	0.03%	348
2014 Q4	$464K	Buy	2,186 +148	+7%	+$29.4K	0.03%	347
2014 Q3	$408K	Buy	+2,038	New	+$416K	0.03%	368

Other funds holding AMG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Calvert Investment Management sold out of Affiliated Managers Group (AMG) in Q1 2017, closing a stake of 3,723 shares — an estimated $541K sold.

Calvert Investment Management first reported a position in AMG in Q3 2014 and held it in 8 quarters. The position peaked at $660K in Q1 2016. 513 funds tracked by Wall St. Rank hold AMG as of Q1 2017.

Calvert Investment Management reported no remaining Affiliated Managers Group position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 3,723 Affiliated Managers Group shares in Q1 2017, an estimated $541K.
Calvert Investment Management first reported a position in Affiliated Managers Group in Q3 2014 and held it in 8 quarters.
Calvert Investment Management's Affiliated Managers Group position peaked at $660K in Q1 2016.
513 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2017.

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