CIM
ITRI icon

Calvert Investment Management’s Itron ITRI Stock Holding History

Calvert Investment Management’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-70,489
Closed -$4.43M – 298
2016
Q4 		$4.43M Sell
70,489
-30,719
-30% -$1.85M 0.17% 184
2016
Q3 		$5.64M Buy
+101,208
New +$4.85M 0.21% 147

Other funds holding ITRI

SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Calvert Investment Management sold out of Itron (ITRI) in Q1 2017, closing a stake of 70,489 shares — an estimated $4.43M sold.

Calvert Investment Management first reported a position in ITRI in Q3 2016 and held it in 2 quarters. The position peaked at $5.64M in Q3 2016. 228 funds tracked by Wall St. Rank hold ITRI as of Q1 2017.

  • Calvert Investment Management reported no remaining Itron position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 70,489 Itron shares in Q1 2017, an estimated $4.43M.
  • Calvert Investment Management first reported a position in Itron in Q3 2016 and held it in 2 quarters.
  • Calvert Investment Management's Itron position peaked at $5.64M in Q3 2016.
  • 228 funds tracked by Wall St. Rank held Itron as of Q1 2017.

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