CIM
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Calvert Investment Management’s LPL Financial LPLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-5,765
Closed -$203K 347
2016
Q4
$203K Buy
+5,765
New +$203K 0.01% 783
2016
Q1
Sell
-4,733
Closed -$202K 731
2015
Q4
$202K Buy
+4,733
New +$202K 0.01% 670