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Calvert Investment Management’s York Water YORW Stock Holding History

Calvert Investment Management’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-52,944
Closed -$2.02M – 633
2016
Q4 		$2.02M Buy
+52,944
New +$1.79M 0.08% 288

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Calvert Investment Management sold out of York Water (YORW) in Q1 2017, closing a stake of 52,944 shares — an estimated $2.02M sold.

Calvert Investment Management first reported a position in YORW in Q4 2016 and held it in 1 quarter. The position peaked at $2.02M in Q4 2016. 95 funds tracked by Wall St. Rank hold YORW as of Q1 2017.

  • Calvert Investment Management reported no remaining York Water position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 52,944 York Water shares in Q1 2017, an estimated $2.02M.
  • Calvert Investment Management first reported a position in York Water in Q4 2016 and held it in 1 quarter.
  • Calvert Investment Management's York Water position peaked at $2.02M in Q4 2016.
  • 95 funds tracked by Wall St. Rank held York Water as of Q1 2017.

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