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Calvert Investment Management’s Polaris PII Stock Holding History

Calvert Investment Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,803
Closed -$313K – 448
2016
Q4 		$313K Sell
3,803
-298
-7% -$24.3K 0.01% 657
2016
Q3 		$318K Buy
4,101
+160
+4% +$13.9K 0.01% 639
2016
Q2 		$322K Buy
+3,941
New +$349K 0.01% 605
2015
Q4 		– Sell
-2,437
Closed -$292K – 733
2015
Q3 		$292K Buy
2,437
+98
+4% +$13.3K 0.01% 483
2015
Q2 		$346K Sell
2,339
-285
-11% -$41K 0.02% 456
2015
Q1 		$370K Buy
2,624
+226
+9% +$33.3K 0.02% 435
2014
Q4 		$363K Buy
2,398
+174
+8% +$26.1K 0.02% 414
2014
Q3 		$333K Buy
+2,224
New +$321K 0.02% 413

Other funds holding PII

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Calvert Investment Management sold out of Polaris (PII) in Q1 2017, closing a stake of 3,803 shares — an estimated $313K sold.

Calvert Investment Management first reported a position in PII in Q3 2014 and held it in 8 quarters. The position peaked at $370K in Q1 2015. 440 funds tracked by Wall St. Rank hold PII as of Q1 2017.

  • Calvert Investment Management reported no remaining Polaris position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 3,803 Polaris shares in Q1 2017, an estimated $313K.
  • Calvert Investment Management first reported a position in Polaris in Q3 2014 and held it in 8 quarters.
  • Calvert Investment Management's Polaris position peaked at $370K in Q1 2015.
  • 440 funds tracked by Wall St. Rank held Polaris as of Q1 2017.

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