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Calvert Investment Management’s Xerox XRX Stock Holding History

Calvert Investment Management’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-17,941
Closed -$413K – 631
2016
Q4 		$413K Sell
17,941
-2,070
-10% -$51.5K 0.02% 584
2016
Q3 		$534K Sell
20,011
-505
-2% -$13K 0.02% 521
2016
Q2 		$513K Buy
20,516
+1,816
+10% +$47.8K 0.02% 497
2016
Q1 		$550K Buy
18,700
+1,854
+11% +$47.8K 0.02% 458
2015
Q4 		$472K Buy
16,846
+3,245
+24% +$87.2K 0.02% 466
2015
Q3 		$349K Buy
13,601
+504
+4% +$14K 0.02% 428
2015
Q2 		$367K Sell
13,097
-5,044
-28% -$156K 0.02% 440
2015
Q1 		$614K Buy
18,141
+2,194
+14% +$77.4K 0.04% 306
2014
Q4 		$582K Buy
15,947
+841
+6% +$29.7K 0.04% 303
2014
Q3 		$527K Buy
15,106
+11,054
+273% +$386K 0.04% 303
2014
Q2 		$133K Sell
4,052
-183
-4% -$5.82K 0.01% 349
2014
Q1 		$126K Buy
4,235
+8
+0.2% +$234 0.01% 340
2013
Q4 		$136K Hold
4,227
– – 0.01% 336
2013
Q3 		$115K Sell
4,227
-415
-9% -$10.9K 0.01% 331
2013
Q2 		$111K Buy
+4,642
New +$108K 0.02% 306

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Calvert Investment Management sold out of Xerox (XRX) in Q1 2017, closing a stake of 17,941 shares — an estimated $413K sold.

Calvert Investment Management first reported a position in XRX in Q2 2013 and held it in 15 quarters. The position peaked at $614K in Q1 2015. 541 funds tracked by Wall St. Rank hold XRX as of Q1 2017.

  • Calvert Investment Management reported no remaining Xerox position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 17,941 Xerox shares in Q1 2017, an estimated $413K.
  • Calvert Investment Management first reported a position in Xerox in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's Xerox position peaked at $614K in Q1 2015.
  • 541 funds tracked by Wall St. Rank held Xerox as of Q1 2017.

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