CIM
FISV

Calvert Investment Management’s Fiserv Inc FISV Stock Holding History

Calvert Investment Management’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-22,962
Closed -$1.22M – 212
2016
Q4 		$1.22M Sell
22,962
-1,978
-8% -$102K 0.05% 352
2016
Q3 		$1.24M Buy
24,940
+1,548
+7% +$81.2K 0.05% 353
2016
Q2 		$1.27M Buy
23,392
+442
+2% +$22.8K 0.05% 325
2016
Q1 		$1.18M Buy
22,950
+1,360
+6% +$64.5K 0.05% 296
2015
Q4 		$987K Buy
21,590
+5,270
+32% +$247K 0.05% 304
2015
Q3 		$707K Buy
16,320
+908
+6% +$39.3K 0.04% 291
2015
Q2 		$638K Sell
15,412
-5,798
-27% -$233K 0.03% 320
2015
Q1 		$842K Buy
21,210
+1,978
+10% +$75.4K 0.05% 249
2014
Q4 		$682K Buy
19,232
+968
+5% +$33.1K 0.05% 271
2014
Q3 		$590K Buy
+18,264
New +$577K 0.04% 283

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Calvert Investment Management sold out of Fiserv Inc (FISV) in Q1 2017, closing a stake of 22,962 shares — an estimated $1.22M sold.

Calvert Investment Management first reported a position in FISV in Q3 2014 and held it in 10 quarters. The position peaked at $1.27M in Q2 2016. 748 funds tracked by Wall St. Rank hold FISV as of Q1 2017.

  • Calvert Investment Management reported no remaining Fiserv Inc position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 22,962 Fiserv Inc shares in Q1 2017, an estimated $1.22M.
  • Calvert Investment Management first reported a position in Fiserv Inc in Q3 2014 and held it in 10 quarters.
  • Calvert Investment Management's Fiserv Inc position peaked at $1.27M in Q2 2016.
  • 748 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2017.

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