Calvert Investment Management’s Aviva Plc AV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-49,996	Closed	-$590K	–	793
2016 Q4	$590K	Sell	49,996 -314	-0.6%	-$3.57K	0.02%	511
2016 Q3	$579K	Sell	50,310 -3,959	-7%	-$43K	0.02%	504
2016 Q2	$580K	Hold	54,269	–	–	0.02%	468
2016 Q1	$709K	Hold	54,269	–	–	0.03%	400
2015 Q4	$825K	Sell	54,269 -723	-1%	-$10.8K	0.04%	328
2015 Q3	$754K	Hold	54,992	–	–	0.04%	276
2015 Q2	$856K	Buy	54,992 +26,626	+94%	+$433K	0.04%	266
2015 Q1	$459K	Hold	28,366	–	–	0.03%	377
2014 Q4	$423K	Buy	28,366 +720	+3%	+$11.5K	0.03%	380
2014 Q3	$468K	Sell	27,646 -25,797	-48%	-$442K	0.03%	334
2014 Q2	$941K	Buy	53,443 +1,313	+3%	+$22.9K	0.06%	174
2014 Q1	$835K	Sell	52,130 -13,044	-20%	-$205K	0.06%	179
2013 Q4	$987K	Sell	65,174 -15,890	-20%	-$224K	0.07%	171
2013 Q3	$1.04M	Hold	81,064	–	–	0.13%	153
2013 Q2	$844K	Buy	+81,064	New	+$803K	0.11%	158

Other funds holding AV

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

STMM

South Texas Money Management San Antonio, Texas $2.37B AUM 5.24% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Calvert Investment Management sold out of Aviva Plc (AV) in Q1 2017, closing a stake of 49,996 shares — an estimated $590K sold.

Calvert Investment Management first reported a position in AV in Q2 2013 and held it in 15 quarters. The position peaked at $1.04M in Q3 2013. 15 funds tracked by Wall St. Rank hold AV as of Q1 2017.

Calvert Investment Management reported no remaining Aviva Plc position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 49,996 Aviva Plc shares in Q1 2017, an estimated $590K.
Calvert Investment Management first reported a position in Aviva Plc in Q2 2013 and held it in 15 quarters.
Calvert Investment Management's Aviva Plc position peaked at $1.04M in Q3 2013.
15 funds tracked by Wall St. Rank held Aviva Plc as of Q1 2017.

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