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Calvert Investment Management’s Erie Indemnity ERIE Stock Holding History

Calvert Investment Management’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,203
Closed -$205K – 774
2016
Q1 		$205K Buy
+2,203
New +$207K 0.01% 700

Other funds holding ERIE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Calvert Investment Management's ERIE Position: Q2 2016 in Review

Calvert Investment Management sold out of Erie Indemnity (ERIE) in Q2 2016, closing a stake of 2,203 shares — an estimated $205K sold.

Calvert Investment Management first reported a position in ERIE in Q1 2016 and held it in 1 quarter. The position peaked at $205K in Q1 2016. 140 funds tracked by Wall St. Rank hold ERIE as of Q2 2016.

  • Calvert Investment Management reported no remaining Erie Indemnity position as of Q2 2016 after selling out during the quarter.
  • Calvert Investment Management sold 2,203 Erie Indemnity shares in Q2 2016, an estimated $205K.
  • Calvert Investment Management first reported a position in Erie Indemnity in Q1 2016 and held it in 1 quarter.
  • Calvert Investment Management's Erie Indemnity position peaked at $205K in Q1 2016.
  • 140 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2016.

Based on Calvert Investment Management's 13F filing for Q2 2016, filed 4 Aug 2016.