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Calvert Investment Management’s Spire SR Stock Holding History

Calvert Investment Management’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-11,349
Closed -$733K – 520
2016
Q4 		$733K Sell
11,349
-91
-0.8% -$5.72K 0.03% 450
2016
Q3 		$729K Buy
11,440
+843
+8% +$56.4K 0.03% 456
2016
Q2 		$751K Buy
+10,597
New +$696K 0.03% 414

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Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Calvert Investment Management sold out of Spire (SR) in Q1 2017, closing a stake of 11,349 shares — an estimated $733K sold.

Calvert Investment Management first reported a position in SR in Q2 2016 and held it in 3 quarters. The position peaked at $751K in Q2 2016. 233 funds tracked by Wall St. Rank hold SR as of Q1 2017.

  • Calvert Investment Management reported no remaining Spire position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 11,349 Spire shares in Q1 2017, an estimated $733K.
  • Calvert Investment Management first reported a position in Spire in Q2 2016 and held it in 3 quarters.
  • Calvert Investment Management's Spire position peaked at $751K in Q2 2016.
  • 233 funds tracked by Wall St. Rank held Spire as of Q1 2017.

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