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Calvert Investment Management’s Plexus PLXS Stock Holding History

Calvert Investment Management’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-89,321
Closed -$4.83M – 450
2016
Q4 		$4.83M Sell
89,321
-5,881
-6% -$291K 0.18% 166
2016
Q3 		$4.45M Hold
95,202
– – 0.16% 184
2016
Q2 		$4.11M Buy
95,202
+15,432
+19% +$650K 0.17% 148
2016
Q1 		$3.15M Hold
79,770
– – 0.14% 150
2015
Q4 		$2.79M Sell
79,770
-34,544
-30% -$1.29M 0.13% 161
2015
Q3 		$4.41M Sell
114,314
-85,843
-43% -$3.29M 0.22% 103
2015
Q2 		$8.78M Buy
200,157
+20,822
+12% +$923K 0.39% 68
2015
Q1 		$7.31M Buy
179,335
+100,064
+126% +$4.01M 0.47% 67
2014
Q4 		$3.27M Buy
79,271
+12,090
+18% +$472K 0.22% 117
2014
Q3 		$2.48M Sell
67,181
-33,337
-33% -$1.35M 0.18% 135
2014
Q2 		$4.35M Buy
100,518
+3,241
+3% +$135K 0.29% 96
2014
Q1 		$3.9M Buy
97,277
+5,774
+6% +$236K 0.28% 95
2013
Q4 		$3.96M Buy
91,503
+5,079
+6% +$201K 0.29% 95
2013
Q3 		$3.21M Buy
86,424
+13,354
+18% +$454K 0.4% 98
2013
Q2 		$2.18M Buy
+73,070
New +$2.03M 0.3% 114

Other funds holding PLXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Calvert Investment Management sold out of Plexus (PLXS) in Q1 2017, closing a stake of 89,321 shares — an estimated $4.83M sold.

Calvert Investment Management first reported a position in PLXS in Q2 2013 and held it in 15 quarters. The position peaked at $8.78M in Q2 2015. 213 funds tracked by Wall St. Rank hold PLXS as of Q1 2017.

  • Calvert Investment Management reported no remaining Plexus position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 89,321 Plexus shares in Q1 2017, an estimated $4.83M.
  • Calvert Investment Management first reported a position in Plexus in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's Plexus position peaked at $8.78M in Q2 2015.
  • 213 funds tracked by Wall St. Rank held Plexus as of Q1 2017.

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