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Calvert Investment Management’s Valmont Industries VMI Stock Holding History

Calvert Investment Management’s Portfolio VMI Stock Details VMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-40,119
Closed -$5.65M – 595
2016
Q4 		$5.65M Sell
40,119
-20,085
-33% -$2.79M 0.21% 138
2016
Q3 		$8.1M Buy
60,204
+58,436
+3,305% +$7.71M 0.3% 100
2016
Q2 		$239K Buy
+1,768
New +$234K 0.01% 685

Other funds holding VMI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Calvert Investment Management sold out of Valmont Industries (VMI) in Q1 2017, closing a stake of 40,119 shares — an estimated $5.65M sold.

Calvert Investment Management first reported a position in VMI in Q2 2016 and held it in 3 quarters. The position peaked at $8.1M in Q3 2016. 274 funds tracked by Wall St. Rank hold VMI as of Q1 2017.

  • Calvert Investment Management reported no remaining Valmont Industries position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 40,119 Valmont Industries shares in Q1 2017, an estimated $5.65M.
  • Calvert Investment Management first reported a position in Valmont Industries in Q2 2016 and held it in 3 quarters.
  • Calvert Investment Management's Valmont Industries position peaked at $8.1M in Q3 2016.
  • 274 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2017.

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