Calvert Investment Management’s British American Tobacco BTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-12,444	Closed	-$701K	–	102
2016 Q4	$701K	Sell	12,444 -78	-0.6%	-$4.42K	0.03%	469
2016 Q3	$799K	Sell	12,522 -954	-7%	-$60.5K	0.03%	430
2016 Q2	$872K	Hold	13,476	–	–	0.04%	375
2016 Q1	$788K	Hold	13,476	–	–	0.03%	368
2015 Q4	$744K	Sell	13,476 -80	-0.6%	-$4.59K	0.03%	350
2015 Q3	$746K	Hold	13,556	–	–	0.04%	278
2015 Q2	$734K	Buy	13,556 +6,564	+94%	+$362K	0.03%	292
2015 Q1	$363K	Hold	6,992	–	–	0.02%	448
2014 Q4	$377K	Buy	6,992 +178	+3%	+$10K	0.03%	399
2014 Q3	$385K	Sell	6,814 -6,358	-48%	-$376K	0.03%	382
2014 Q2	$784K	Buy	13,172 +322	+3%	+$18.9K	0.05%	190
2014 Q1	$716K	Buy	12,850 +634	+5%	+$33K	0.05%	194
2013 Q4	$656K	Hold	12,216	–	–	0.05%	203
2013 Q3	$642K	Hold	12,216	–	–	0.08%	194
2013 Q2	$629K	Buy	+12,216	New	+$673K	0.09%	181

Other funds holding BTI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Calvert Investment Management sold out of British American Tobacco (BTI) in Q1 2017, closing a stake of 12,444 shares — an estimated $701K sold.

Calvert Investment Management first reported a position in BTI in Q2 2013 and held it in 15 quarters. The position peaked at $872K in Q2 2016. 316 funds tracked by Wall St. Rank hold BTI as of Q1 2017.

Calvert Investment Management reported no remaining British American Tobacco position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 12,444 British American Tobacco shares in Q1 2017, an estimated $701K.
Calvert Investment Management first reported a position in British American Tobacco in Q2 2013 and held it in 15 quarters.
Calvert Investment Management's British American Tobacco position peaked at $872K in Q2 2016.
316 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2017.

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