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Calvert Investment Management’s IBM IBM Stock Holding History

Calvert Investment Management’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-48,451
Closed -$7.69M – 278
2016
Q4 		$7.69M Sell
48,451
-4,573
-9% -$697K 0.29% 98
2016
Q3 		$8.05M Buy
53,024
+2,580
+5% +$392K 0.3% 101
2016
Q2 		$7.32M Sell
50,444
-53,040
-51% -$7.59M 0.29% 109
2016
Q1 		$15M Sell
103,484
-913
-0.9% -$117K 0.66% 38
2015
Q4 		$13.7M Buy
104,397
+14,061
+16% +$1.89M 0.63% 43
2015
Q3 		$12.5M Buy
90,336
+397
+0.4% +$58.6K 0.62% 39
2015
Q2 		$14M Buy
89,939
+4,082
+5% +$656K 0.62% 40
2015
Q1 		$13.2M Buy
85,857
+41,849
+95% +$6.35M 0.85% 28
2014
Q4 		$6.75M Sell
44,008
-10,925
-20% -$1.74M 0.46% 69
2014
Q3 		$9.97M Buy
54,933
+27,233
+98% +$4.96M 0.74% 38
2014
Q2 		$4.8M Sell
27,700
-18,339
-40% -$3.3M 0.32% 88
2014
Q1 		$8.47M Sell
46,039
-559
-1% -$98.4K 0.6% 62
2013
Q4 		$8.36M Buy
46,598
+136
+0.3% +$23.5K 0.61% 61
2013
Q3 		$8.23M Buy
46,462
+9,144
+25% +$1.66M 1.02% 22
2013
Q2 		$6.82M Buy
+37,318
New +$7.27M 0.93% 32

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Calvert Investment Management sold out of IBM (IBM) in Q1 2017, closing a stake of 48,451 shares — an estimated $7.69M sold.

Calvert Investment Management first reported a position in IBM in Q2 2013 and held it in 15 quarters. The position peaked at $15M in Q1 2016. 1,862 funds tracked by Wall St. Rank hold IBM as of Q1 2017.

  • Calvert Investment Management reported no remaining IBM position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 48,451 IBM shares in Q1 2017, an estimated $7.69M.
  • Calvert Investment Management first reported a position in IBM in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's IBM position peaked at $15M in Q1 2016.
  • 1,862 funds tracked by Wall St. Rank held IBM as of Q1 2017.

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