CIM
FDC

Calvert Investment Management’s First Data Corporation FDC Stock Holding History

Calvert Investment Management’s Portfolio FDC Stock Details FDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-25,249
Closed -$358K – 796
2016
Q4 		$358K Sell
25,249
-25,993
-51% -$369K 0.01% 620
2016
Q3 		$674K Buy
51,242
+3,597
+8% +$46.3K 0.02% 477
2016
Q2 		$527K Buy
+47,645
New +$572K 0.02% 490

Other funds holding FDC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

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

Calvert Investment Management sold out of First Data Corporation (FDC) in Q1 2017, closing a stake of 25,249 shares — an estimated $358K sold.

Calvert Investment Management first reported a position in FDC in Q2 2016 and held it in 3 quarters. The position peaked at $674K in Q3 2016. 284 funds tracked by Wall St. Rank hold FDC as of Q1 2017.

  • Calvert Investment Management reported no remaining First Data Corporation position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 25,249 First Data Corporation shares in Q1 2017, an estimated $358K.
  • Calvert Investment Management first reported a position in First Data Corporation in Q2 2016 and held it in 3 quarters.
  • Calvert Investment Management's First Data Corporation position peaked at $674K in Q3 2016.
  • 284 funds tracked by Wall St. Rank held First Data Corporation as of Q1 2017.

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