CIM
BC icon

Calvert Investment Management’s Brunswick BC Stock Holding History

Calvert Investment Management’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-57,639
Closed -$3.14M – 78
2016
Q4 		$3.14M Sell
57,639
-2,053
-3% -$102K 0.12% 238
2016
Q3 		$2.91M Buy
59,692
+462
+0.8% +$22.1K 0.11% 248
2016
Q2 		$2.68M Buy
59,230
+237
+0.4% +$11.2K 0.11% 211
2016
Q1 		$2.83M Buy
58,993
+54,597
+1,242% +$2.36M 0.12% 171
2015
Q4 		$222K Buy
+4,396
New +$227K 0.01% 638

Other funds holding BC

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Calvert Investment Management sold out of Brunswick (BC) in Q1 2017, closing a stake of 57,639 shares — an estimated $3.14M sold.

Calvert Investment Management first reported a position in BC in Q4 2015 and held it in 5 quarters. The position peaked at $3.14M in Q4 2016. 308 funds tracked by Wall St. Rank hold BC as of Q1 2017.

  • Calvert Investment Management reported no remaining Brunswick position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 57,639 Brunswick shares in Q1 2017, an estimated $3.14M.
  • Calvert Investment Management first reported a position in Brunswick in Q4 2015 and held it in 5 quarters.
  • Calvert Investment Management's Brunswick position peaked at $3.14M in Q4 2016.
  • 308 funds tracked by Wall St. Rank held Brunswick as of Q1 2017.

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