CIM
F icon

Calvert Investment Management’s Ford F Stock Holding History

Calvert Investment Management’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-531,151
Closed -$6.44M – 204
2016
Q4 		$6.44M Sell
531,151
-33,561
-6% -$407K 0.24% 117
2016
Q3 		$6.82M Buy
564,712
+302,261
+115% +$3.81M 0.25% 118
2016
Q2 		$3.3M Sell
262,451
-497,307
-65% -$6.56M 0.13% 181
2016
Q1 		$10.3M Buy
759,758
+531,270
+233% +$6.68M 0.45% 59
2015
Q4 		$3.22M Buy
228,488
+59,457
+35% +$861K 0.15% 135
2015
Q3 		$2.29M Buy
169,031
+7,151
+4% +$102K 0.11% 147
2015
Q2 		$2.43M Sell
161,880
-14,318
-8% -$222K 0.11% 155
2015
Q1 		$2.84M Buy
176,198
+20,116
+13% +$317K 0.18% 131
2014
Q4 		$2.42M Buy
156,082
+13,588
+10% +$200K 0.17% 145
2014
Q3 		$2.11M Buy
142,494
+104,967
+280% +$1.79M 0.16% 147
2014
Q2 		$647K Sell
37,527
-590
-2% -$9.6K 0.04% 207
2014
Q1 		$595K Sell
38,117
-1,282
-3% -$19.8K 0.04% 208
2013
Q4 		$608K Buy
39,399
+1,491
+4% +$25K 0.04% 208
2013
Q3 		$640K Sell
37,908
-1,475
-4% -$24.9K 0.08% 195
2013
Q2 		$609K Buy
+39,383
New +$565K 0.08% 184

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Calvert Investment Management sold out of Ford (F) in Q1 2017, closing a stake of 531,151 shares — an estimated $6.44M sold.

Calvert Investment Management first reported a position in F in Q2 2013 and held it in 15 quarters. The position peaked at $10.3M in Q1 2016. 1,124 funds tracked by Wall St. Rank hold F as of Q1 2017.

  • Calvert Investment Management reported no remaining Ford position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 531,151 Ford shares in Q1 2017, an estimated $6.44M.
  • Calvert Investment Management first reported a position in Ford in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's Ford position peaked at $10.3M in Q1 2016.
  • 1,124 funds tracked by Wall St. Rank held Ford as of Q1 2017.

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