Calvert Investment Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-92,720	Closed	-$2.34M	–	798
2016 Q2	$2.34M	Hold	92,720	–	–	0.09%	231
2016 Q1	$2.41M	Hold	92,720	–	–	0.11%	199
2015 Q4	$2.5M	Hold	92,720	–	–	0.11%	178
2015 Q3	$2.53M	Hold	92,720	–	–	0.13%	142
2015 Q2	$2.85M	Buy	+92,720	New	+$3.03M	0.13%	143

Other funds holding HEDJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Calvert Investment Management's HEDJ Position: Q3 2016 in Review

Calvert Investment Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2016, closing a stake of 92,720 shares — an estimated $2.34M sold.

Calvert Investment Management first reported a position in HEDJ in Q2 2015 and held it in 5 quarters. The position peaked at $2.85M in Q2 2015. 300 funds tracked by Wall St. Rank hold HEDJ as of Q3 2016.

Calvert Investment Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2016 after selling out during the quarter.
Calvert Investment Management sold 92,720 WisdomTree Europe Hedged Equity Fund shares in Q3 2016, an estimated $2.34M.
Calvert Investment Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 5 quarters.
Calvert Investment Management's WisdomTree Europe Hedged Equity Fund position peaked at $2.85M in Q2 2015.
300 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2016.

Based on Calvert Investment Management's 13F filing for Q3 2016, filed 7 Nov 2016.