CIM
SPA

Calvert Investment Management’s Sparton SPA Stock Holding History

Calvert Investment Management’s Portfolio SPA Stock Details SPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-24,296
Closed -$620K – 371
2013
Q3 		$620K Hold
24,296
– – 0.08% 199
2013
Q2 		$419K Buy
+24,296
New +$358K 0.06% 222

Other funds holding SPA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Calvert Investment Management's SPA Position: Q4 2013 in Review

Calvert Investment Management sold out of Sparton (SPA) in Q4 2013, closing a stake of 24,296 shares — an estimated $620K sold.

Calvert Investment Management first reported a position in SPA in Q2 2013 and held it in 2 quarters. The position peaked at $620K in Q3 2013. 73 funds tracked by Wall St. Rank hold SPA as of Q4 2013.

  • Calvert Investment Management reported no remaining Sparton position as of Q4 2013 after selling out during the quarter.
  • Calvert Investment Management sold 24,296 Sparton shares in Q4 2013, an estimated $620K.
  • Calvert Investment Management first reported a position in Sparton in Q2 2013 and held it in 2 quarters.
  • Calvert Investment Management's Sparton position peaked at $620K in Q3 2013.
  • 73 funds tracked by Wall St. Rank held Sparton as of Q4 2013.

Based on Calvert Investment Management's 13F filing for Q4 2013, filed 10 Jan 2014.