Calvert Investment Management’s United Rentals URI Stock Holding History

Calvert Investment Management’s Portfolio URI Stock Details URI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-6,491	Closed	-$685K	–	587
2016 Q4	$685K	Sell	6,491 -957	-13%	-$87.1K	0.03%	476
2016 Q3	$585K	Buy	7,448 +101	+1%	+$7.74K	0.02%	501
2016 Q2	$493K	Buy	7,347 +645	+10%	+$42.1K	0.02%	508
2016 Q1	$417K	Buy	6,702 +560	+9%	+$31.1K	0.02%	526
2015 Q4	$446K	Buy	6,142 +956	+18%	+$69.1K	0.02%	476
2015 Q3	$311K	Buy	5,186 +338	+7%	+$23.5K	0.02%	461
2015 Q2	$425K	Buy	4,848 +429	+10%	+$41.1K	0.02%	398
2015 Q1	$403K	Buy	4,419 +462	+12%	+$41.5K	0.03%	417
2014 Q4	$404K	Buy	3,957 +439	+12%	+$47K	0.03%	387
2014 Q3	$391K	Buy	+3,518	New	+$396K	0.03%	376

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Calvert Investment Management sold out of United Rentals (URI) in Q1 2017, closing a stake of 6,491 shares — an estimated $685K sold.

Calvert Investment Management first reported a position in URI in Q3 2014 and held it in 10 quarters. The position peaked at $685K in Q4 2016. 564 funds tracked by Wall St. Rank hold URI as of Q1 2017.

Calvert Investment Management reported no remaining United Rentals position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 6,491 United Rentals shares in Q1 2017, an estimated $685K.
Calvert Investment Management first reported a position in United Rentals in Q3 2014 and held it in 10 quarters.
Calvert Investment Management's United Rentals position peaked at $685K in Q4 2016.
564 funds tracked by Wall St. Rank held United Rentals as of Q1 2017.

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