CIM
PB icon

Calvert Investment Management’s Prosperity Bancshares PB Stock Holding History

Calvert Investment Management’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-5,062
Closed -$363K – 437
2016
Q4 		$363K Sell
5,062
-389
-7% -$24.3K 0.01% 614
2016
Q3 		$299K Buy
5,451
+108
+2% +$5.72K 0.01% 660
2016
Q2 		$272K Buy
5,343
+570
+12% +$28.7K 0.01% 653
2016
Q1 		$221K Buy
4,773
+525
+12% +$22.2K 0.01% 678
2015
Q4 		$203K Buy
+4,248
New +$218K 0.01% 667

Other funds holding PB

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Calvert Investment Management sold out of Prosperity Bancshares (PB) in Q1 2017, closing a stake of 5,062 shares — an estimated $363K sold.

Calvert Investment Management first reported a position in PB in Q4 2015 and held it in 5 quarters. The position peaked at $363K in Q4 2016. 251 funds tracked by Wall St. Rank hold PB as of Q1 2017.

  • Calvert Investment Management reported no remaining Prosperity Bancshares position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 5,062 Prosperity Bancshares shares in Q1 2017, an estimated $363K.
  • Calvert Investment Management first reported a position in Prosperity Bancshares in Q4 2015 and held it in 5 quarters.
  • Calvert Investment Management's Prosperity Bancshares position peaked at $363K in Q4 2016.
  • 251 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2017.

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