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Calvert Investment Management’s Regal Rexnord RRX Stock Holding History

Calvert Investment Management’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,656
Closed -$253K – 485
2016
Q4 		$253K Sell
3,656
-224
-6% -$14.8K 0.01% 716
2016
Q3 		$231K Buy
+3,880
New +$233K 0.01% 735
2016
Q2 		– Sell
-3,496
Closed -$221K – 800
2016
Q1 		$221K Buy
+3,496
New +$196K 0.01% 679

Other funds holding RRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Calvert Investment Management sold out of Regal Rexnord (RRX) in Q1 2017, closing a stake of 3,656 shares — an estimated $253K sold.

Calvert Investment Management first reported a position in RRX in Q1 2016 and held it in 3 quarters. The position peaked at $253K in Q4 2016. 246 funds tracked by Wall St. Rank hold RRX as of Q1 2017.

  • Calvert Investment Management reported no remaining Regal Rexnord position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 3,656 Regal Rexnord shares in Q1 2017, an estimated $253K.
  • Calvert Investment Management first reported a position in Regal Rexnord in Q1 2016 and held it in 3 quarters.
  • Calvert Investment Management's Regal Rexnord position peaked at $253K in Q4 2016.
  • 246 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2017.

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