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Calvert Investment Management’s Jack in the Box JACK Stock Holding History

Calvert Investment Management’s Portfolio JACK Stock Details JACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,986
Closed -$222K – 303
2016
Q4 		$222K Sell
1,986
-107
-5% -$10.9K 0.01% 757
2016
Q3 		$201K Buy
+2,093
New +$198K 0.01% 770

Other funds holding JACK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Calvert Investment Management sold out of Jack in the Box (JACK) in Q1 2017, closing a stake of 1,986 shares — an estimated $222K sold.

Calvert Investment Management first reported a position in JACK in Q3 2016 and held it in 2 quarters. The position peaked at $222K in Q4 2016. 233 funds tracked by Wall St. Rank hold JACK as of Q1 2017.

  • Calvert Investment Management reported no remaining Jack in the Box position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 1,986 Jack in the Box shares in Q1 2017, an estimated $222K.
  • Calvert Investment Management first reported a position in Jack in the Box in Q3 2016 and held it in 2 quarters.
  • Calvert Investment Management's Jack in the Box position peaked at $222K in Q4 2016.
  • 233 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2017.

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