CIM
BPOP icon

Calvert Investment Management’s Popular Inc BPOP Stock Holding History

Calvert Investment Management’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-7,484
Closed -$328K – 98
2016
Q4 		$328K Sell
7,484
-953
-11% -$38.6K 0.01% 645
2016
Q3 		$322K Buy
8,437
+98
+1% +$3.49K 0.01% 635
2016
Q2 		$244K Buy
8,339
+859
+11% +$25.3K 0.01% 677
2016
Q1 		$214K Buy
+7,480
New +$196K 0.01% 684

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Calvert Investment Management sold out of Popular Inc (BPOP) in Q1 2017, closing a stake of 7,484 shares — an estimated $328K sold.

Calvert Investment Management first reported a position in BPOP in Q1 2016 and held it in 4 quarters. The position peaked at $328K in Q4 2016. 230 funds tracked by Wall St. Rank hold BPOP as of Q1 2017.

  • Calvert Investment Management reported no remaining Popular Inc position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 7,484 Popular Inc shares in Q1 2017, an estimated $328K.
  • Calvert Investment Management first reported a position in Popular Inc in Q1 2016 and held it in 4 quarters.
  • Calvert Investment Management's Popular Inc position peaked at $328K in Q4 2016.
  • 230 funds tracked by Wall St. Rank held Popular Inc as of Q1 2017.

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