CIM
AXA

Calvert Investment Management’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Calvert Investment Management’s Portfolio AXA Stock Details AXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-91,038
Closed -$2.3M – 730
2015
Q1 		$2.3M Hold
91,038
– – 0.15% 151
2014
Q4 		$2.08M Buy
91,038
+2,374
+3% +$54.3K 0.14% 160
2014
Q3 		$2.18M Buy
88,664
+7,507
+9% +$185K 0.16% 143
2014
Q2 		$1.95M Buy
81,157
+2,665
+3% +$63.9K 0.13% 132
2014
Q1 		$2.04M Buy
78,492
+21,381
+37% +$556K 0.14% 132
2013
Q4 		$1.59M Buy
57,111
+40,857
+251% +$1.14M 0.12% 138
2013
Q3 		$376K Hold
16,254
– – 0.05% 240
2013
Q2 		$320K Buy
+16,254
New +$320K 0.04% 249

Other funds holding AXA

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
NCM
Northroad Capital Management New York $43.8M AUM 1.94% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Calvert Investment Management's AXA Position: Q2 2015 in Review

Calvert Investment Management sold out of AXA ADS (1 ORD SHS) (AXA) in Q2 2015, closing a stake of 91,038 shares — an estimated $2.3M sold.

Calvert Investment Management first reported a position in AXA in Q2 2013 and held it in 8 quarters. The position peaked at $2.3M in Q1 2015. 39 funds tracked by Wall St. Rank hold AXA as of Q2 2015.

  • Calvert Investment Management reported no remaining AXA ADS (1 ORD SHS) position as of Q2 2015 after selling out during the quarter.
  • Calvert Investment Management sold 91,038 AXA ADS (1 ORD SHS) shares in Q2 2015, an estimated $2.3M.
  • Calvert Investment Management first reported a position in AXA ADS (1 ORD SHS) in Q2 2013 and held it in 8 quarters.
  • Calvert Investment Management's AXA ADS (1 ORD SHS) position peaked at $2.3M in Q1 2015.
  • 39 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q2 2015.

Based on Calvert Investment Management's 13F filing for Q2 2015, filed 4 Aug 2015.