CIM
XYZ

Calvert Investment Management’s Block Inc XYZ Stock Holding History

Calvert Investment Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-15,654
Closed -$213K – 644
2016
Q4 		$213K Sell
15,654
-2,451
-14% -$30.5K 0.01% 772
2016
Q3 		$211K Buy
18,105
+65
+0.4% +$710 0.01% 757
2016
Q2 		$163K Buy
+18,040
New +$204K 0.01% 747

Other funds holding XYZ

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Calvert Investment Management sold out of Block Inc (XYZ) in Q1 2017, closing a stake of 15,654 shares — an estimated $213K sold.

Calvert Investment Management first reported a position in XYZ in Q2 2016 and held it in 3 quarters. The position peaked at $213K in Q4 2016. 267 funds tracked by Wall St. Rank hold XYZ as of Q1 2017.

  • Calvert Investment Management reported no remaining Block Inc position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 15,654 Block Inc shares in Q1 2017, an estimated $213K.
  • Calvert Investment Management first reported a position in Block Inc in Q2 2016 and held it in 3 quarters.
  • Calvert Investment Management's Block Inc position peaked at $213K in Q4 2016.
  • 267 funds tracked by Wall St. Rank held Block Inc as of Q1 2017.

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