CIM
SF

Calvert Investment Management’s Stifel SF Stock Holding History

Calvert Investment Management’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,845
Closed -$241K – 500
2016
Q4 		$241K Sell
10,845
-1,346
-11% -$27K 0.01% 730
2016
Q3 		$208K Buy
+12,191
New +$196K 0.01% 762

Other funds holding SF

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Calvert Investment Management sold out of Stifel (SF) in Q1 2017, closing a stake of 10,845 shares — an estimated $241K sold.

Calvert Investment Management first reported a position in SF in Q3 2016 and held it in 2 quarters. The position peaked at $241K in Q4 2016. 258 funds tracked by Wall St. Rank hold SF as of Q1 2017.

  • Calvert Investment Management reported no remaining Stifel position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 10,845 Stifel shares in Q1 2017, an estimated $241K.
  • Calvert Investment Management first reported a position in Stifel in Q3 2016 and held it in 2 quarters.
  • Calvert Investment Management's Stifel position peaked at $241K in Q4 2016.
  • 258 funds tracked by Wall St. Rank held Stifel as of Q1 2017.

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