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Calvert Investment Management’s Regions Financial RF Stock Holding History

Calvert Investment Management’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-88,141
Closed -$1.27M – 474
2016
Q4 		$1.27M Sell
88,141
-12,174
-12% -$150K 0.05% 346
2016
Q3 		$990K Buy
100,315
+2,460
+3% +$23K 0.04% 386
2016
Q2 		$833K Sell
97,855
-4,323
-4% -$39.2K 0.03% 383
2016
Q1 		$802K Buy
102,178
+19,813
+24% +$159K 0.04% 365
2015
Q4 		$791K Buy
82,365
+20,426
+33% +$196K 0.04% 335
2015
Q3 		$558K Buy
61,939
+3,119
+5% +$30.8K 0.03% 333
2015
Q2 		$609K Sell
58,820
-2,894
-5% -$29.2K 0.03% 326
2015
Q1 		$583K Buy
61,714
+7,153
+13% +$67.6K 0.04% 322
2014
Q4 		$576K Buy
54,561
+4,009
+8% +$40K 0.04% 305
2014
Q3 		$508K Buy
50,552
+37,454
+286% +$382K 0.04% 314
2014
Q2 		$139K Hold
13,098
– – 0.01% 348
2014
Q1 		$146K Sell
13,098
-336
-3% -$3.54K 0.01% 338
2013
Q4 		$133K Hold
13,434
– – 0.01% 337
2013
Q3 		$124K Sell
13,434
-682
-5% -$6.68K 0.02% 327
2013
Q2 		$135K Buy
+14,116
New +$123K 0.02% 301

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Calvert Investment Management sold out of Regions Financial (RF) in Q1 2017, closing a stake of 88,141 shares — an estimated $1.27M sold.

Calvert Investment Management first reported a position in RF in Q2 2013 and held it in 15 quarters. The position peaked at $1.27M in Q4 2016. 646 funds tracked by Wall St. Rank hold RF as of Q1 2017.

  • Calvert Investment Management reported no remaining Regions Financial position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 88,141 Regions Financial shares in Q1 2017, an estimated $1.27M.
  • Calvert Investment Management first reported a position in Regions Financial in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's Regions Financial position peaked at $1.27M in Q4 2016.
  • 646 funds tracked by Wall St. Rank held Regions Financial as of Q1 2017.

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