Calvert Investment Management’s PORTUGAL TELECOM SGPS, S.A. PT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-43,367	Closed	-$46K	–	620
2014 Q4	$46K	Buy	43,367 +1,131	+3%	+$1.77K	﹤0.01%	592
2014 Q3	$88K	Buy	42,236 +3,577	+9%	+$8.11K	0.01%	570
2014 Q2	$141K	Buy	38,659 +1,269	+3%	+$5.11K	0.01%	347
2014 Q1	$160K	Buy	37,390 +10,185	+37%	+$45.7K	0.01%	337
2013 Q4	$118K	Buy	27,205 +1,208	+5%	+$5.42K	0.01%	339
2013 Q3	$116K	Sell	25,997 -4,926	-16%	-$19.4K	0.01%	330
2013 Q2	$122K	Buy	+30,923	New	+$145K	0.02%	304

Other funds holding PT

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

RCM

Riverhead Capital Management Wilmington, Delaware $2.71B AUM 2.34% 1-Year Est. Return

ARTA

A.R.T. Advisors New York $1.79M AUM 57.47% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

MCM

Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return

Calvert Investment Management's PT Position: Q1 2015 in Review

Calvert Investment Management sold out of PORTUGAL TELECOM SGPS, S.A. (PT) in Q1 2015, closing a stake of 43,367 shares — an estimated $46K sold.

Calvert Investment Management first reported a position in PT in Q2 2013 and held it in 7 quarters. The position peaked at $160K in Q1 2014. 15 funds tracked by Wall St. Rank hold PT as of Q1 2015.

Calvert Investment Management reported no remaining PORTUGAL TELECOM SGPS, S.A. position as of Q1 2015 after selling out during the quarter.
Calvert Investment Management sold 43,367 PORTUGAL TELECOM SGPS, S.A. shares in Q1 2015, an estimated $46K.
Calvert Investment Management first reported a position in PORTUGAL TELECOM SGPS, S.A. in Q2 2013 and held it in 7 quarters.
Calvert Investment Management's PORTUGAL TELECOM SGPS, S.A. position peaked at $160K in Q1 2014.
15 funds tracked by Wall St. Rank held PORTUGAL TELECOM SGPS, S.A. as of Q1 2015.

Based on Calvert Investment Management's 13F filing for Q1 2015, filed 13 Apr 2015.