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Calvert Investment Management’s S&P Global SPGI Stock Holding History

Calvert Investment Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-16,016
Closed -$1.72M – 517
2016
Q4 		$1.72M Sell
16,016
-2,290
-13% -$274K 0.06% 308
2016
Q3 		$2.32M Buy
18,306
+340
+2% +$40.8K 0.09% 277
2016
Q2 		$1.93M Buy
+17,966
New +$1.93M 0.08% 260

Other funds holding SPGI

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

Calvert Investment Management sold out of S&P Global (SPGI) in Q1 2017, closing a stake of 16,016 shares — an estimated $1.72M sold.

Calvert Investment Management first reported a position in SPGI in Q2 2016 and held it in 3 quarters. The position peaked at $2.32M in Q3 2016. 708 funds tracked by Wall St. Rank hold SPGI as of Q1 2017.

  • Calvert Investment Management reported no remaining S&P Global position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 16,016 S&P Global shares in Q1 2017, an estimated $1.72M.
  • Calvert Investment Management first reported a position in S&P Global in Q2 2016 and held it in 3 quarters.
  • Calvert Investment Management's S&P Global position peaked at $2.32M in Q3 2016.
  • 708 funds tracked by Wall St. Rank held S&P Global as of Q1 2017.

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