CIM
ANZ

Calvert Investment Management’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

Calvert Investment Management’s Portfolio ANZ Stock Details ANZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-32,142
Closed -$836K – 629
2014
Q4 		$836K Buy
32,142
+837
+3% +$21.8K 0.06% 251
2014
Q3 		$847K Buy
31,305
+2,651
+9% +$71.7K 0.06% 230
2014
Q2 		$901K Buy
28,654
+941
+3% +$29.6K 0.06% 175
2014
Q1 		$847K Buy
27,713
+7,549
+37% +$231K 0.06% 177
2013
Q4 		$582K Buy
+20,164
New +$582K 0.04% 211

Other funds holding ANZ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Calvert Investment Management's ANZ Position: Q1 2015 in Review

Calvert Investment Management sold out of AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) in Q1 2015, closing a stake of 32,142 shares — an estimated $836K sold.

Calvert Investment Management first reported a position in ANZ in Q4 2013 and held it in 5 quarters. The position peaked at $901K in Q2 2014. 24 funds tracked by Wall St. Rank hold ANZ as of Q1 2015.

  • Calvert Investment Management reported no remaining AUSTRALIA & NW ZEAL ADS(RP5 SH position as of Q1 2015 after selling out during the quarter.
  • Calvert Investment Management sold 32,142 AUSTRALIA & NW ZEAL ADS(RP5 SH shares in Q1 2015, an estimated $836K.
  • Calvert Investment Management first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q4 2013 and held it in 5 quarters.
  • Calvert Investment Management's AUSTRALIA & NW ZEAL ADS(RP5 SH position peaked at $901K in Q2 2014.
  • 24 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q1 2015.

Based on Calvert Investment Management's 13F filing for Q1 2015, filed 13 Apr 2015.