CIM
SPLS

Calvert Investment Management’s Staples Inc SPLS Stock Holding History

Calvert Investment Management’s Portfolio SPLS Stock Details SPLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-43,963
Closed -$398K – 785
2016
Q4 		$398K Sell
43,963
-3,700
-8% -$32.2K 0.01% 593
2016
Q3 		$408K Buy
47,663
+4,621
+11% +$40.7K 0.02% 578
2016
Q2 		$371K Buy
43,042
+5,020
+13% +$47.8K 0.01% 583
2016
Q1 		$419K Buy
38,022
+4,816
+15% +$45.3K 0.02% 524
2015
Q4 		$314K Buy
33,206
+8,569
+35% +$101K 0.01% 560
2015
Q3 		$289K Buy
24,637
+1,036
+4% +$14.6K 0.01% 487
2015
Q2 		$361K Sell
23,601
-5,154
-18% -$83.9K 0.02% 444
2015
Q1 		$468K Buy
28,755
+3,539
+14% +$59.4K 0.03% 369
2014
Q4 		$457K Buy
25,216
+1,570
+7% +$21.9K 0.03% 352
2014
Q3 		$286K Buy
+23,646
New +$277K 0.02% 460

Other funds holding SPLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VAM
ValueInvest Asset Management Luxembourg $1.47B AUM 0.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Calvert Investment Management sold out of Staples Inc (SPLS) in Q1 2017, closing a stake of 43,963 shares — an estimated $398K sold.

Calvert Investment Management first reported a position in SPLS in Q3 2014 and held it in 10 quarters. The position peaked at $468K in Q1 2015. 500 funds tracked by Wall St. Rank hold SPLS as of Q1 2017.

  • Calvert Investment Management reported no remaining Staples Inc position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 43,963 Staples Inc shares in Q1 2017, an estimated $398K.
  • Calvert Investment Management first reported a position in Staples Inc in Q3 2014 and held it in 10 quarters.
  • Calvert Investment Management's Staples Inc position peaked at $468K in Q1 2015.
  • 500 funds tracked by Wall St. Rank held Staples Inc as of Q1 2017.

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