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Calvert Investment Management’s Wells Fargo WFC Stock Holding History

Calvert Investment Management’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-600,222
Closed -$33.1M – 613
2016
Q4 		$33.1M Sell
600,222
-65,002
-10% -$3.27M 1.24% 4
2016
Q3 		$29.5M Sell
665,224
-35,021
-5% -$1.68M 1.08% 6
2016
Q2 		$33.1M Sell
700,245
-221,658
-24% -$10.8M 1.33% 5
2016
Q1 		$44.6M Sell
921,903
-117,713
-11% -$5.76M 1.97% 3
2015
Q4 		$56.5M Buy
1,039,616
+234,855
+29% +$12.8M 2.58% 2
2015
Q3 		$41.3M Sell
804,761
-61,704
-7% -$3.39M 2.06% 4
2015
Q2 		$48.7M Buy
866,465
+421,684
+95% +$23.5M 2.15% 3
2015
Q1 		$24.2M Buy
444,781
+51,658
+13% +$2.79M 1.56% 7
2014
Q4 		$21.6M Buy
393,123
+46,276
+13% +$2.45M 1.48% 7
2014
Q3 		$18M Sell
346,847
-322,482
-48% -$16.6M 1.33% 8
2014
Q2 		$35.2M Buy
669,329
+174,556
+35% +$8.77M 2.36% 3
2014
Q1 		$24.6M Sell
494,773
-128,144
-21% -$5.97M 1.74% 8
2013
Q4 		$28.3M Buy
622,917
+260,386
+72% +$11.2M 2.06% 6
2013
Q3 		$15M Sell
362,531
-2,013
-0.6% -$85.9K 1.86% 1
2013
Q2 		$15M Buy
+364,544
New +$14.2M 2.05% 2

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Calvert Investment Management sold out of Wells Fargo (WFC) in Q1 2017, closing a stake of 600,222 shares — an estimated $33.1M sold.

Calvert Investment Management first reported a position in WFC in Q2 2013 and held it in 15 quarters. The position peaked at $56.5M in Q4 2015. 1,928 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

  • Calvert Investment Management reported no remaining Wells Fargo position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 600,222 Wells Fargo shares in Q1 2017, an estimated $33.1M.
  • Calvert Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's Wells Fargo position peaked at $56.5M in Q4 2015.
  • 1,928 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

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