CIM
XL

Calvert Investment Management’s XL Group Ltd. XL Stock Holding History

Calvert Investment Management’s Portfolio XL Stock Details XL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-19,266
Closed -$718K – 768
2016
Q4 		$718K Sell
19,266
-2,758
-13% -$98.9K 0.03% 462
2016
Q3 		$741K Buy
+22,024
New +$740K 0.03% 452
2016
Q2 		– Sell
-22,904
Closed -$843K – 831
2016
Q1 		$843K Buy
22,904
+2,130
+10% +$75.7K 0.04% 350
2015
Q4 		$814K Buy
20,774
+6,680
+47% +$254K 0.04% 330
2015
Q3 		$512K Buy
14,094
+1,523
+12% +$57.7K 0.03% 347
2015
Q2 		$468K Buy
12,571
+1,455
+13% +$54.5K 0.02% 378
2015
Q1 		$409K Buy
11,116
+325
+3% +$11.7K 0.03% 411
2014
Q4 		$371K Buy
10,791
+1,054
+11% +$35.9K 0.03% 408
2014
Q3 		$323K Buy
+9,737
New +$325K 0.02% 425

Other funds holding XL

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Calvert Investment Management sold out of XL Group Ltd. (XL) in Q1 2017, closing a stake of 19,266 shares — an estimated $718K sold.

Calvert Investment Management first reported a position in XL in Q3 2014 and held it in 9 quarters. The position peaked at $843K in Q1 2016. 356 funds tracked by Wall St. Rank hold XL as of Q1 2017.

  • Calvert Investment Management reported no remaining XL Group Ltd. position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 19,266 XL Group Ltd. shares in Q1 2017, an estimated $718K.
  • Calvert Investment Management first reported a position in XL Group Ltd. in Q3 2014 and held it in 9 quarters.
  • Calvert Investment Management's XL Group Ltd. position peaked at $843K in Q1 2016.
  • 356 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2017.

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