CIM
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Calvert Investment Management’s PTC PTC Stock Holding History

Calvert Investment Management’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,120
Closed -$283K – 462
2016
Q4 		$283K Sell
6,120
-429
-7% -$20.1K 0.01% 683
2016
Q3 		$290K Buy
6,549
+563
+9% +$23.3K 0.01% 671
2016
Q2 		$225K Buy
+5,986
New +$214K 0.01% 699

Other funds holding PTC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

Calvert Investment Management sold out of PTC (PTC) in Q1 2017, closing a stake of 6,120 shares — an estimated $283K sold.

Calvert Investment Management first reported a position in PTC in Q2 2016 and held it in 3 quarters. The position peaked at $290K in Q3 2016. 363 funds tracked by Wall St. Rank hold PTC as of Q1 2017.

  • Calvert Investment Management reported no remaining PTC position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 6,120 PTC shares in Q1 2017, an estimated $283K.
  • Calvert Investment Management first reported a position in PTC in Q2 2016 and held it in 3 quarters.
  • Calvert Investment Management's PTC position peaked at $290K in Q3 2016.
  • 363 funds tracked by Wall St. Rank held PTC as of Q1 2017.

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