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Calvert Investment Management’s W.R. Berkley WRB Stock Holding History

Calvert Investment Management’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-12,700
Closed -$205K – 745
2015
Q3 		$205K Buy
+12,700
New +$208K 0.01% 574
2015
Q2 		– Sell
-14,833
Closed -$222K – 685
2015
Q1 		$222K Buy
+14,833
New +$221K 0.01% 563

Other funds holding WRB

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Calvert Investment Management's WRB Position: Q4 2015 in Review

Calvert Investment Management sold out of W.R. Berkley (WRB) in Q4 2015, closing a stake of 12,700 shares — an estimated $205K sold.

Calvert Investment Management first reported a position in WRB in Q1 2015 and held it in 2 quarters. The position peaked at $222K in Q1 2015. 354 funds tracked by Wall St. Rank hold WRB as of Q4 2015.

  • Calvert Investment Management reported no remaining W.R. Berkley position as of Q4 2015 after selling out during the quarter.
  • Calvert Investment Management sold 12,700 W.R. Berkley shares in Q4 2015, an estimated $205K.
  • Calvert Investment Management first reported a position in W.R. Berkley in Q1 2015 and held it in 2 quarters.
  • Calvert Investment Management's W.R. Berkley position peaked at $222K in Q1 2015.
  • 354 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2015.

Based on Calvert Investment Management's 13F filing for Q4 2015, filed 11 Feb 2016.