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Calvert Investment Management’s MSCI MSCI Stock Holding History

Calvert Investment Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,256
Closed -$493K – 382
2016
Q4 		$493K Sell
6,256
-469
-7% -$37.8K 0.02% 539
2016
Q3 		$564K Buy
6,725
+628
+10% +$53.4K 0.02% 510
2016
Q2 		$470K Sell
6,097
-832
-12% -$63K 0.02% 519
2016
Q1 		$513K Buy
6,929
+772
+13% +$53.4K 0.02% 475
2015
Q4 		$444K Buy
6,157
+1,652
+37% +$110K 0.02% 478
2015
Q3 		$268K Buy
4,505
+183
+4% +$11.5K 0.01% 505
2015
Q2 		$266K Sell
4,322
-425
-9% -$26.4K 0.01% 536
2015
Q1 		$291K Buy
4,747
+420
+10% +$23.4K 0.02% 501
2014
Q4 		$205K Buy
4,327
+49
+1% +$2.29K 0.01% 561
2014
Q3 		$201K Buy
+4,278
New +$198K 0.01% 553

Other funds holding MSCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Calvert Investment Management sold out of MSCI (MSCI) in Q1 2017, closing a stake of 6,256 shares — an estimated $493K sold.

Calvert Investment Management first reported a position in MSCI in Q3 2014 and held it in 10 quarters. The position peaked at $564K in Q3 2016. 341 funds tracked by Wall St. Rank hold MSCI as of Q1 2017.

  • Calvert Investment Management reported no remaining MSCI position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 6,256 MSCI shares in Q1 2017, an estimated $493K.
  • Calvert Investment Management first reported a position in MSCI in Q3 2014 and held it in 10 quarters.
  • Calvert Investment Management's MSCI position peaked at $564K in Q3 2016.
  • 341 funds tracked by Wall St. Rank held MSCI as of Q1 2017.

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