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Calvert Investment Management’s Caleres CAL Stock Holding History

Calvert Investment Management’s Portfolio CAL Stock Details CAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-24,564
Closed -$666K – 595
2014
Q3 		$666K Sell
24,564
-209,449
-90% -$6.05M 0.05% 262
2014
Q2 		$6.7M Buy
234,013
+7,546
+3% +$197K 0.45% 71
2014
Q1 		$6.01M Buy
226,467
+13,445
+6% +$338K 0.43% 77
2013
Q4 		$5.99M Buy
213,022
+17,269
+9% +$423K 0.44% 77
2013
Q3 		$4.59M Buy
195,753
+41,025
+27% +$955K 0.57% 65
2013
Q2 		$3.33M Buy
+154,728
New +$2.84M 0.45% 89

Other funds holding CAL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Calvert Investment Management's CAL Position: Q4 2014 in Review

Calvert Investment Management sold out of Caleres (CAL) in Q4 2014, closing a stake of 24,564 shares — an estimated $666K sold.

Calvert Investment Management first reported a position in CAL in Q2 2013 and held it in 6 quarters. The position peaked at $6.7M in Q2 2014. 178 funds tracked by Wall St. Rank hold CAL as of Q4 2014.

  • Calvert Investment Management reported no remaining Caleres position as of Q4 2014 after selling out during the quarter.
  • Calvert Investment Management sold 24,564 Caleres shares in Q4 2014, an estimated $666K.
  • Calvert Investment Management first reported a position in Caleres in Q2 2013 and held it in 6 quarters.
  • Calvert Investment Management's Caleres position peaked at $6.7M in Q2 2014.
  • 178 funds tracked by Wall St. Rank held Caleres as of Q4 2014.

Based on Calvert Investment Management's 13F filing for Q4 2014, filed 23 Jan 2015.