CIM
WGL

Calvert Investment Management’s Wgl Holdings WGL Stock Holding History

Calvert Investment Management’s Portfolio WGL Stock Details WGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-12,746
Closed -$972K – 730
2016
Q4 		$972K Sell
12,746
-37
-0.3% -$2.49K 0.04% 382
2016
Q3 		$801K Buy
12,783
+1,021
+9% +$67.9K 0.03% 429
2016
Q2 		$833K Buy
11,762
+1,004
+9% +$68K 0.03% 384
2016
Q1 		$779K Buy
10,758
+1,526
+17% +$102K 0.03% 372
2015
Q4 		$582K Buy
9,232
+3,546
+62% +$216K 0.03% 420
2015
Q3 		$328K Buy
5,686
+290
+5% +$15.9K 0.02% 441
2015
Q2 		$293K Buy
+5,396
New +$302K 0.01% 511

Other funds holding WGL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

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

Calvert Investment Management sold out of Wgl Holdings (WGL) in Q1 2017, closing a stake of 12,746 shares — an estimated $972K sold.

Calvert Investment Management first reported a position in WGL in Q2 2015 and held it in 7 quarters. The position peaked at $972K in Q4 2016. 276 funds tracked by Wall St. Rank hold WGL as of Q1 2017.

  • Calvert Investment Management reported no remaining Wgl Holdings position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 12,746 Wgl Holdings shares in Q1 2017, an estimated $972K.
  • Calvert Investment Management first reported a position in Wgl Holdings in Q2 2015 and held it in 7 quarters.
  • Calvert Investment Management's Wgl Holdings position peaked at $972K in Q4 2016.
  • 276 funds tracked by Wall St. Rank held Wgl Holdings as of Q1 2017.

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