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Calvert Investment Management’s Shenandoah Telecom SHEN Stock Holding History

Calvert Investment Management’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100,437
Closed -$2.74M – 502
2016
Q4 		$2.74M Buy
100,437
+2,532
+3% +$67.9K 0.1% 256
2016
Q3 		$2.66M Sell
97,905
-15,055
-13% -$483K 0.1% 261
2016
Q2 		$4.41M Hold
112,960
– – 0.18% 142
2016
Q1 		$3.02M Buy
112,960
+7,626
+7% +$175K 0.13% 157
2015
Q4 		$2.27M Sell
105,334
-23,076
-18% -$533K 0.1% 188
2015
Q3 		$2.75M Sell
128,410
-110,212
-46% -$2.09M 0.14% 136
2015
Q2 		$4.08M Buy
238,622
+24,820
+12% +$412K 0.18% 119
2015
Q1 		$3.33M Buy
213,802
+108,236
+103% +$1.65M 0.22% 119
2014
Q4 		$1.65M Buy
105,566
+16,098
+18% +$228K 0.11% 175
2014
Q3 		$1.11M Sell
89,468
-4,170
-4% -$58.6K 0.08% 197
2014
Q2 		$1.43M Buy
93,638
+3,020
+3% +$43K 0.1% 150
2014
Q1 		$1.46M Buy
90,618
+5,378
+6% +$72.1K 0.1% 149
2013
Q4 		$1.09M Buy
85,240
+5,296
+7% +$66.8K 0.08% 168
2013
Q3 		$963K Buy
79,944
+44,806
+128% +$432K 0.12% 156
2013
Q2 		$293K Buy
+35,138
New +$289K 0.04% 257

Other funds holding SHEN

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
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Calvert Investment Management sold out of Shenandoah Telecom (SHEN) in Q1 2017, closing a stake of 100,437 shares — an estimated $2.74M sold.

Calvert Investment Management first reported a position in SHEN in Q2 2013 and held it in 15 quarters. The position peaked at $4.41M in Q2 2016. 103 funds tracked by Wall St. Rank hold SHEN as of Q1 2017.

  • Calvert Investment Management reported no remaining Shenandoah Telecom position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 100,437 Shenandoah Telecom shares in Q1 2017, an estimated $2.74M.
  • Calvert Investment Management first reported a position in Shenandoah Telecom in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's Shenandoah Telecom position peaked at $4.41M in Q2 2016.
  • 103 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2017.

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