Calvert Investment Management’s FBL Financial Group FFG Stock Holding History

Calvert Investment Management’s Portfolio FFG Stock Details FFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-49,814	Closed	-$3.89M	–	686
2016 Q4	$3.89M	Sell	49,814 -4,833	-9%	-$347K	0.15%	213
2016 Q3	$3.5M	Hold	54,647	–	–	0.13%	223
2016 Q2	$3.31M	Hold	54,647	–	–	0.13%	180
2016 Q1	$3.36M	Sell	54,647 -8,693	-14%	-$512K	0.15%	139
2015 Q4	$4.03M	Hold	63,340	–	–	0.18%	111
2015 Q3	$3.9M	Hold	63,340	–	–	0.19%	113
2015 Q2	$3.66M	Buy	63,340 +6,588	+12%	+$390K	0.16%	124
2015 Q1	$3.52M	Buy	56,752 +10,125	+22%	+$575K	0.23%	114
2014 Q4	$2.71M	Buy	46,627 +7,111	+18%	+$362K	0.19%	131
2014 Q3	$1.77M	Sell	39,516 -12,049	-23%	-$542K	0.13%	166
2014 Q2	$2.37M	Buy	51,565 +1,663	+3%	+$73.9K	0.16%	121
2014 Q1	$2.16M	Buy	49,902 +2,962	+6%	+$123K	0.15%	123
2013 Q4	$2.1M	Buy	46,940 +2,502	+6%	+$111K	0.15%	123
2013 Q3	$2M	Buy	44,438 +31,186	+235%	+$1.39M	0.25%	118
2013 Q2	$577K	Buy	+13,252	New	+$535K	0.08%	191

Other funds holding FFG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Calvert Investment Management sold out of FBL Financial Group (FFG) in Q1 2017, closing a stake of 49,814 shares — an estimated $3.89M sold.

Calvert Investment Management first reported a position in FFG in Q2 2013 and held it in 15 quarters. The position peaked at $4.03M in Q4 2015. 95 funds tracked by Wall St. Rank hold FFG as of Q1 2017.

Calvert Investment Management reported no remaining FBL Financial Group position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 49,814 FBL Financial Group shares in Q1 2017, an estimated $3.89M.
Calvert Investment Management first reported a position in FBL Financial Group in Q2 2013 and held it in 15 quarters.
Calvert Investment Management's FBL Financial Group position peaked at $4.03M in Q4 2015.
95 funds tracked by Wall St. Rank held FBL Financial Group as of Q1 2017.

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