CIM
BP icon

Calvert Investment Management’s BP BP Stock Holding History

Calvert Investment Management’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-13,393
Closed -$429K – 97
2016
Q4 		$429K Sell
13,393
-329
-2% -$9.9K 0.02% 576
2016
Q3 		$406K Sell
13,722
-1,057
-7% -$30.7K 0.01% 579
2016
Q2 		$442K Sell
14,779
-100,428
-87% -$2.71M 0.02% 534
2016
Q1 		$2.92M Hold
115,207
– – 0.13% 162
2015
Q4 		$3.03M Buy
115,207
+88,228
+327% +$2.51M 0.14% 143
2015
Q3 		$694K Hold
26,979
– – 0.03% 295
2015
Q2 		$907K Sell
26,979
-379
-1% -$13.3K 0.04% 259
2015
Q1 		$888K Buy
27,358
+843
+3% +$27.6K 0.06% 242
2014
Q4 		$839K Buy
26,515
+2,309
+10% +$77.6K 0.06% 250
2014
Q3 		$870K Sell
24,206
-110,152
-82% -$4.36M 0.06% 224
2014
Q2 		$5.8M Buy
+134,358
New +$5.54M 0.39% 79

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Calvert Investment Management sold out of BP (BP) in Q1 2017, closing a stake of 13,393 shares — an estimated $429K sold.

Calvert Investment Management first reported a position in BP in Q2 2014 and held it in 11 quarters. The position peaked at $5.8M in Q2 2014. 892 funds tracked by Wall St. Rank hold BP as of Q1 2017.

  • Calvert Investment Management reported no remaining BP position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 13,393 BP shares in Q1 2017, an estimated $429K.
  • Calvert Investment Management first reported a position in BP in Q2 2014 and held it in 11 quarters.
  • Calvert Investment Management's BP position peaked at $5.8M in Q2 2014.
  • 892 funds tracked by Wall St. Rank held BP as of Q1 2017.

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