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Calvert Investment Management’s Hewlett Packard HPE Stock Holding History

Calvert Investment Management’s Portfolio HPE Stock Details HPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-153,524
Closed -$2.06M – 262
2016
Q4 		$2.06M Sell
153,524
-8,090
-5% -$108K 0.08% 285
2016
Q3 		$2.14M Buy
161,614
+10,203
+7% +$126K 0.08% 283
2016
Q2 		$1.61M Buy
+151,411
New +$1.54M 0.06% 281

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Calvert Investment Management sold out of Hewlett Packard (HPE) in Q1 2017, closing a stake of 153,524 shares — an estimated $2.06M sold.

Calvert Investment Management first reported a position in HPE in Q2 2016 and held it in 3 quarters. The position peaked at $2.14M in Q3 2016. 792 funds tracked by Wall St. Rank hold HPE as of Q1 2017.

  • Calvert Investment Management reported no remaining Hewlett Packard position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 153,524 Hewlett Packard shares in Q1 2017, an estimated $2.06M.
  • Calvert Investment Management first reported a position in Hewlett Packard in Q2 2016 and held it in 3 quarters.
  • Calvert Investment Management's Hewlett Packard position peaked at $2.14M in Q3 2016.
  • 792 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2017.

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