Calvert Investment Management’s PACCAR PCAR Stock Holding History

Calvert Investment Management’s Portfolio PCAR Stock Details PCAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-43,326	Closed	-$1.85M	–	439
2016 Q4	$1.85M	Sell	43,326 -3,800	-8%	-$153K	0.07%	301
2016 Q3	$1.85M	Buy	47,126 +3,402	+8%	+$129K	0.07%	300
2016 Q2	$1.51M	Buy	43,724 +2,288	+6%	+$84.1K	0.06%	289
2016 Q1	$1.51M	Buy	41,436 +3,571	+9%	+$120K	0.07%	256
2015 Q4	$1.2M	Buy	37,865 +12,492	+49%	+$426K	0.05%	273
2015 Q3	$882K	Buy	25,373 +1,352	+6%	+$54.8K	0.04%	244
2015 Q2	$1.02M	Buy	24,021 +750	+3%	+$32.4K	0.05%	236
2015 Q1	$980K	Buy	23,271 +2,155	+10%	+$91.6K	0.06%	231
2014 Q4	$957K	Buy	21,116 +1,599	+8%	+$69K	0.07%	227
2014 Q3	$740K	Buy	19,517 +14,400	+281%	+$600K	0.05%	251
2014 Q2	$214K	Hold	5,117	–	–	0.01%	332
2014 Q1	$230K	Buy	5,117 +9	+0.2%	+$371	0.02%	319
2013 Q4	$201K	Buy	+5,108	New	+$193K	0.01%	334

Other funds holding PCAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Calvert Investment Management sold out of PACCAR (PCAR) in Q1 2017, closing a stake of 43,326 shares — an estimated $1.85M sold.

Calvert Investment Management first reported a position in PCAR in Q4 2013 and held it in 13 quarters. The position peaked at $1.85M in Q3 2016. 533 funds tracked by Wall St. Rank hold PCAR as of Q1 2017.

Calvert Investment Management reported no remaining PACCAR position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 43,326 PACCAR shares in Q1 2017, an estimated $1.85M.
Calvert Investment Management first reported a position in PACCAR in Q4 2013 and held it in 13 quarters.
Calvert Investment Management's PACCAR position peaked at $1.85M in Q3 2016.
533 funds tracked by Wall St. Rank held PACCAR as of Q1 2017.

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