CIM
CS

Calvert Investment Management’s Credit Suisse Group CS Stock Holding History

Calvert Investment Management’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-564,855
Closed -$18.3M – 362
2014
Q1 		$18.3M Sell
564,855
-3,902
-0.7% -$122K 1.29% 19
2013
Q4 		$17.7M Buy
568,757
+537,885
+1,742% +$16.3M 1.29% 18
2013
Q3 		$943K Hold
30,872
– – 0.12% 160
2013
Q2 		$817K Buy
+30,872
New +$868K 0.11% 160

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 CS Position: Q2 2014 in Review

Calvert Investment Management sold out of Credit Suisse Group (CS) in Q2 2014, closing a stake of 564,855 shares — an estimated $18.3M sold.

Calvert Investment Management first reported a position in CS in Q2 2013 and held it in 4 quarters. The position peaked at $18.3M in Q1 2014. 164 funds tracked by Wall St. Rank hold CS as of Q2 2014.

  • Calvert Investment Management reported no remaining Credit Suisse Group position as of Q2 2014 after selling out during the quarter.
  • Calvert Investment Management sold 564,855 Credit Suisse Group shares in Q2 2014, an estimated $18.3M.
  • Calvert Investment Management first reported a position in Credit Suisse Group in Q2 2013 and held it in 4 quarters.
  • Calvert Investment Management's Credit Suisse Group position peaked at $18.3M in Q1 2014.
  • 164 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2014.

Based on Calvert Investment Management's 13F filing for Q2 2014, filed 18 Jul 2014.