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Calvert Investment Management’s OneMain Financial OMF Stock Holding History

Calvert Investment Management’s Portfolio OMF Stock Details OMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,904
Closed -$276K – 817
2016
Q3 		$276K Buy
+8,904
New +$256K 0.01% 684
2016
Q1 		– Sell
-8,887
Closed -$369K – 732
2015
Q4 		$369K Buy
8,887
+3,162
+55% +$145K 0.02% 517
2015
Q3 		$250K Buy
5,725
+332
+6% +$15.6K 0.01% 522
2015
Q2 		$248K Buy
+5,393
New +$262K 0.01% 554

Other funds holding OMF

FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
TAM
Toscafund Asset Management London, United Kingdom $15.6M AUM 12.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Calvert Investment Management's OMF Position: Q4 2016 in Review

Calvert Investment Management sold out of OneMain Financial (OMF) in Q4 2016, closing a stake of 8,904 shares — an estimated $276K sold.

Calvert Investment Management first reported a position in OMF in Q2 2015 and held it in 4 quarters. The position peaked at $369K in Q4 2015. 148 funds tracked by Wall St. Rank hold OMF as of Q4 2016.

  • Calvert Investment Management reported no remaining OneMain Financial position as of Q4 2016 after selling out during the quarter.
  • Calvert Investment Management sold 8,904 OneMain Financial shares in Q4 2016, an estimated $276K.
  • Calvert Investment Management first reported a position in OneMain Financial in Q2 2015 and held it in 4 quarters.
  • Calvert Investment Management's OneMain Financial position peaked at $369K in Q4 2015.
  • 148 funds tracked by Wall St. Rank held OneMain Financial as of Q4 2016.

Based on Calvert Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.