Calvert Investment Management’s Imperial Oil IMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-6,440	Closed	-$224K	–	287
2016 Q4	$224K	Sell	6,440 -40	-0.6%	-$1.34K	0.01%	753
2016 Q3	$203K	Sell	6,480 -3,516	-35%	-$109K	0.01%	769
2016 Q2	$315K	Hold	9,996	–	–	0.01%	617
2016 Q1	$334K	Hold	9,996	–	–	0.01%	573
2015 Q4	$325K	Sell	9,996 -475	-5%	-$15.4K	0.01%	542
2015 Q3	$331K	Hold	10,471	–	–	0.02%	437
2015 Q2	$404K	Buy	10,471 +5,069	+94%	+$209K	0.02%	404
2015 Q1	$215K	Hold	5,402	–	–	0.01%	573
2014 Q4	$232K	Buy	5,402 +138	+3%	+$6.28K	0.02%	528
2014 Q3	$249K	Sell	5,264 -4,911	-48%	-$252K	0.02%	499
2014 Q2	$536K	Buy	10,175 +248	+2%	+$12.2K	0.04%	233
2014 Q1	$462K	Sell	9,927 -1,766	-15%	-$77K	0.03%	243
2013 Q4	$517K	Hold	11,693	–	–	0.04%	224
2013 Q3	$514K	Hold	11,693	–	–	0.06%	211
2013 Q2	$447K	Buy	+11,693	New	+$457K	0.06%	214

Other funds holding IMO

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Calvert Investment Management sold out of Imperial Oil (IMO) in Q1 2017, closing a stake of 6,440 shares — an estimated $224K sold.

Calvert Investment Management first reported a position in IMO in Q2 2013 and held it in 15 quarters. The position peaked at $536K in Q2 2014. 201 funds tracked by Wall St. Rank hold IMO as of Q1 2017.

Calvert Investment Management reported no remaining Imperial Oil position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 6,440 Imperial Oil shares in Q1 2017, an estimated $224K.
Calvert Investment Management first reported a position in Imperial Oil in Q2 2013 and held it in 15 quarters.
Calvert Investment Management's Imperial Oil position peaked at $536K in Q2 2014.
201 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2017.

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