CIM
ZEUS

Calvert Investment Management’s Olympic Steel ZEUS Stock Holding History

Calvert Investment Management’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-40,350
Closed -$830K – 601
2014
Q3 		$830K Sell
40,350
-5,516
-12% -$128K 0.06% 235
2014
Q2 		$1.14M Buy
45,866
+1,479
+3% +$36.8K 0.08% 161
2014
Q1 		$1.27M Buy
44,387
+2,635
+6% +$74.3K 0.09% 154
2013
Q4 		$1.21M Buy
+41,752
New +$1.17M 0.09% 160

Other funds holding ZEUS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KG
Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Calvert Investment Management's ZEUS Position: Q4 2014 in Review

Calvert Investment Management sold out of Olympic Steel (ZEUS) in Q4 2014, closing a stake of 40,350 shares — an estimated $830K sold.

Calvert Investment Management first reported a position in ZEUS in Q4 2013 and held it in 4 quarters. The position peaked at $1.27M in Q1 2014. 85 funds tracked by Wall St. Rank hold ZEUS as of Q4 2014.

  • Calvert Investment Management reported no remaining Olympic Steel position as of Q4 2014 after selling out during the quarter.
  • Calvert Investment Management sold 40,350 Olympic Steel shares in Q4 2014, an estimated $830K.
  • Calvert Investment Management first reported a position in Olympic Steel in Q4 2013 and held it in 4 quarters.
  • Calvert Investment Management's Olympic Steel position peaked at $1.27M in Q1 2014.
  • 85 funds tracked by Wall St. Rank held Olympic Steel as of Q4 2014.

Based on Calvert Investment Management's 13F filing for Q4 2014, filed 23 Jan 2015.