Calvert Investment Management, Inc. 13F Disclosure & Portfolio Data

CIK: 0000918006

Long-term holder

Total reported value

—

Reporting period: 2017-09-30 · Number of holdings: 1

Calvert Investment Management, Inc. disclosed 1 holdings in its latest 13F filing for the period ending 2017-09-30, with total reported value of — and a quarterly turnover rate of 0.0%.

Browse other institutions starting with "C"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Unchanged 000000000
　$0.0

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Portfolio Performance

Not enough priced holdings yet to compute performance

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2017-09-30	1	—	0
2017-06-30	1	—	0
2017-03-31	1	—	100
2016-12-31	798	$2.7B	17	1AAPL 2MSFT 3GOOGL Top holdings2016-12-31 1.AAPL 2.MSFT 3.GOOGL 4.WFC 5.JNJ 6.VZ 7.T 8.PEP 9.AEP 10.PFE
2016-09-30	784	$2.7B	32	1AAPL 2GOOGL 3MSFT Top holdings2016-09-30 1.AAPL 2.GOOGL 3.MSFT 4.JNJ 5.VZ 6.WFC 7.847560 8.PEP 9.PFE 10.T
2016-06-30	759	$2.5B	53	1AAPL 2MSFT 3VZ Top holdings2016-06-30 1.AAPL 2.MSFT 3.VZ 4.JNJ 5.WFC 6.GOOGL 7.PFE 8.T 9.PEP 10.847560
2016-03-31	723	$2.3B	39	1AAPL 2MSFT 3WFC Top holdings2016-03-31 1.AAPL 2.MSFT 3.WFC 4.GOOGL 5.VNQ 6.VZ 7.JNJ 8.AEP 9.TGT 10.CVS
2015-12-31	696	$2.2B	63	1AAPL 2WFC 3VZ Top holdings2015-12-31 1.AAPL 2.WFC 3.VZ 4.CSCO 5.UNUSD 6.CVS 7.PFE 8.JNJ 9.MSFT 10.TGT
2015-09-30	607	$2.0B	26	1AAPL 2JNJ 3AFG Top holdings2015-09-30 1.AAPL 2.JNJ 3.AFG 4.WFC 5.UNUSD 6.CSCO 7.COF 8.233326 9.NOVEUR 10.MCK
2015-06-30	630	$2.3B	62	1AAPL 2JNJ 3WFC Top holdings2015-06-30 1.AAPL 2.JNJ 3.WFC 4.COF 5.AFG 6.UNUSD 7.233326 8.CSCO 9.25490a 10.MCK
2015-03-31	612	$1.5B	21	1AAPL 2MSFT 3JPM Top holdings2015-03-31 1.AAPL 2.MSFT 3.JPM 4.JNJ 5.PFE 6.WFC 7.CSCO 8.PNC 9.DE 10.58933y
2014-12-31	594	$1.5B	27	1AAPL 2MSFT 3PFE Top holdings2014-12-31 1.AAPL 2.MSFT 3.PFE 4.JPM 5.JNJ 6.WFC 7.CSCO 8.PNC 9.TWXCHF 10.AMGN
2014-09-30	574	$1.3B	78	1AAPL 2TWXCHF 3MSFT Top holdings2014-09-30 1.AAPL 2.TWXCHF 3.MSFT 4.JNJ 5.CSCO 6.COF 7.WFC 8.PFE 9.BAC 10.CMCSA
2014-06-30	358	$1.5B	28	1AAPL 2JNJ 3WFC Top holdings2014-06-30 1.AAPL 2.JNJ 3.WFC 4.COF 5.TWXCHF 6.25490a 7.CSCO 8.AFG 9.88732J 10.MDT
2014-03-31	348	$1.4B	17	1AAPL 2COF 3JNJ Top holdings2014-03-31 1.AAPL 2.COF 3.JNJ 4.25490a 5.CSCO 6.87612e 7.TWXCHF 8.WFC 9.30225X 10.CVS
2013-12-31	342	$1.4B	85	1AAPL 2CVS 3COF Top holdings2013-12-31 1.AAPL 2.CVS 3.COF 4.JNJ 5.25490a 6.WFC 7.87612e 8.233326 9.CSCO 10.TWXCHF
2013-09-30	338	$803.5M	32	1WFC 2T387612e Top holdings2013-09-30 1.WFC 2.T 3.87612e 4.CVS 5.TWXCHF 6.GS 7.PFE 8.COF 9.OXY 10.58933y
2013-06-30	314	$735.4M	0	1JPM 2WFC 3T Top holdings2013-06-30 1.JPM 2.WFC 3.T 4.87612e 5.CVS 6.COF 7.TWXCHF 8.GS 9.MSFT 10.PNC

Holding changes this quarter

Position changes disclosed by Calvert Investment Management, Inc. for the quarter ending 2017-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	Ikena Oncology INC	—	—	Unchanged

Filing History

Period	Filed	Type	EDGAR
2017-09-30	2017-10-26	13F-HR	View on EDGAR
2017-06-30	2017-10-24	13F-HR	View on EDGAR
2017-03-31	2017-05-30	13F-HR	View on EDGAR
2016-12-31	2017-02-13	13F-HR	View on EDGAR
2016-09-30	2016-11-14	Amendment	View on EDGAR
2016-09-30	2016-11-07	13F-HR	View on EDGAR
2016-06-30	2016-08-18	Amendment	View on EDGAR
2016-06-30	2016-08-04	13F-HR	View on EDGAR
2016-03-31	2016-05-02	13F-HR	View on EDGAR
2015-12-31	2016-02-11	13F-HR	View on EDGAR
2015-09-30	2015-11-19	Amendment	View on EDGAR
2015-09-30	2015-11-16	13F-HR	View on EDGAR
2015-06-30	2015-11-19	Amendment	View on EDGAR
2015-06-30	2015-08-04	13F-HR	View on EDGAR
2015-03-31	2015-04-13	13F-HR	View on EDGAR
2014-12-31	2015-01-23	13F-HR	View on EDGAR
2014-09-30	2014-11-04	13F-HR	View on EDGAR
2014-06-30	2014-07-18	13F-HR	View on EDGAR
2014-03-31	2014-04-28	13F-HR	View on EDGAR
2013-12-31	2014-01-10	13F-HR	View on EDGAR
2013-09-30	2013-10-03	13F-HR	View on EDGAR
2013-06-30	2013-07-16	13F-HR	View on EDGAR

FAQ

What is Calvert Investment Management, Inc. and what type of investor is it?

Calvert Investment Management, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-09-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are Calvert Investment Management, Inc.'s largest equity positions?

Based on the latest 13F filing, Calvert Investment Management, Inc.'s top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Calvert Investment Management, Inc. make in its most recent portfolio filing?

No notable portfolio changes were recorded for Calvert Investment Management, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Calvert Investment Management, Inc. focus on?

Sector breakdown data is not yet available for Calvert Investment Management, Inc.. Check back after the next 13F processing cycle.

Peer Institutions

Institutions with a similar AUM

Cowen And Company, LLC

CIK 0000048966

Total reported value

—

1 stks

2024-12-31

Stale — no recent filing

Concentration0.0

Portfolio Stability0.0

Sector conviction0.0

View detail

Kresge Foundation

CIK 0000056822

Total reported value

—

1 stks

2019-12-31

Stale — no recent filing

Concentration0.0

Portfolio Stability0.0

Sector conviction0.0

View detail

Resource America, INC.

CIK 0000083402

Total reported value

—

1 stks

2021-09-30

Stale — no recent filing

Concentration0.0

Portfolio Stability0.0

Sector conviction0.0

View detail

Personality snowflake

Concentration

Portfolio Stability

Momentum/Contrarian

Sector conviction

Diversification

Sizing Uniformity

—

Ticker

Issuer

Asset Subclass

Weight

Weight Change

Shares Change

4Q Trend

✓

Ikena Oncology INC

Stock-Other

—

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2017-09-30	1	—	0
2017-06-30	1	—	0
2017-03-31	1	—	100
2016-12-31	798	$2.7B	17	1AAPL 2MSFT 3GOOGL Top holdings2016-12-31 1.AAPL 2.MSFT 3.GOOGL 4.WFC 5.JNJ 6.VZ 7.T 8.PEP 9.AEP 10.PFE
2016-09-30	784	$2.7B	32	1AAPL 2GOOGL 3MSFT Top holdings2016-09-30 1.AAPL 2.GOOGL 3.MSFT 4.JNJ 5.VZ 6.WFC 7.847560 8.PEP 9.PFE 10.T
2016-06-30	759	$2.5B	53	1AAPL 2MSFT 3VZ Top holdings2016-06-30 1.AAPL 2.MSFT 3.VZ 4.JNJ 5.WFC 6.GOOGL 7.PFE 8.T 9.PEP 10.847560
2016-03-31	723	$2.3B	39	1AAPL 2MSFT 3WFC Top holdings2016-03-31 1.AAPL 2.MSFT 3.WFC 4.GOOGL 5.VNQ 6.VZ 7.JNJ 8.AEP 9.TGT 10.CVS
2015-12-31	696	$2.2B	63	1AAPL 2WFC 3VZ Top holdings2015-12-31 1.AAPL 2.WFC 3.VZ 4.CSCO 5.UNUSD 6.CVS 7.PFE 8.JNJ 9.MSFT 10.TGT
2015-09-30	607	$2.0B	26	1AAPL 2JNJ 3AFG Top holdings2015-09-30 1.AAPL 2.JNJ 3.AFG 4.WFC 5.UNUSD 6.CSCO 7.COF 8.233326 9.NOVEUR 10.MCK
2015-06-30	630	$2.3B	62	1AAPL 2JNJ 3WFC Top holdings2015-06-30 1.AAPL 2.JNJ 3.WFC 4.COF 5.AFG 6.UNUSD 7.233326 8.CSCO 9.25490a 10.MCK
2015-03-31	612	$1.5B	21	1AAPL 2MSFT 3JPM Top holdings2015-03-31 1.AAPL 2.MSFT 3.JPM 4.JNJ 5.PFE 6.WFC 7.CSCO 8.PNC 9.DE 10.58933y
2014-12-31	594	$1.5B	27	1AAPL 2MSFT 3PFE Top holdings2014-12-31 1.AAPL 2.MSFT 3.PFE 4.JPM 5.JNJ 6.WFC 7.CSCO 8.PNC 9.TWXCHF 10.AMGN
2014-09-30	574	$1.3B	78	1AAPL 2TWXCHF 3MSFT Top holdings2014-09-30 1.AAPL 2.TWXCHF 3.MSFT 4.JNJ 5.CSCO 6.COF 7.WFC 8.PFE 9.BAC 10.CMCSA
2014-06-30	358	$1.5B	28	1AAPL 2JNJ 3WFC Top holdings2014-06-30 1.AAPL 2.JNJ 3.WFC 4.COF 5.TWXCHF 6.25490a 7.CSCO 8.AFG 9.88732J 10.MDT
2014-03-31	348	$1.4B	17	1AAPL 2COF 3JNJ Top holdings2014-03-31 1.AAPL 2.COF 3.JNJ 4.25490a 5.CSCO 6.87612e 7.TWXCHF 8.WFC 9.30225X 10.CVS
2013-12-31	342	$1.4B	85	1AAPL 2CVS 3COF Top holdings2013-12-31 1.AAPL 2.CVS 3.COF 4.JNJ 5.25490a 6.WFC 7.87612e 8.233326 9.CSCO 10.TWXCHF
2013-09-30	338	$803.5M	32	1WFC 2T387612e Top holdings2013-09-30 1.WFC 2.T 3.87612e 4.CVS 5.TWXCHF 6.GS 7.PFE 8.COF 9.OXY 10.58933y
2013-06-30	314	$735.4M	0	1JPM 2WFC 3T Top holdings2013-06-30 1.JPM 2.WFC 3.T 4.87612e 5.CVS 6.COF 7.TWXCHF 8.GS 9.MSFT 10.PNC

Ticker

Issuer

Weight Change

Shares Change

Action

✓

Ikena Oncology INC

—

Unchanged

Filing History

Period	Filed	Type	EDGAR
2017-09-30	2017-10-26	13F-HR	View on EDGAR
2017-06-30	2017-10-24	13F-HR	View on EDGAR
2017-03-31	2017-05-30	13F-HR	View on EDGAR
2016-12-31	2017-02-13	13F-HR	View on EDGAR
2016-09-30	2016-11-14	Amendment	View on EDGAR
2016-09-30	2016-11-07	13F-HR	View on EDGAR
2016-06-30	2016-08-18	Amendment	View on EDGAR
2016-06-30	2016-08-04	13F-HR	View on EDGAR
2016-03-31	2016-05-02	13F-HR	View on EDGAR
2015-12-31	2016-02-11	13F-HR	View on EDGAR
2015-09-30	2015-11-19	Amendment	View on EDGAR
2015-09-30	2015-11-16	13F-HR	View on EDGAR
2015-06-30	2015-11-19	Amendment	View on EDGAR
2015-06-30	2015-08-04	13F-HR	View on EDGAR
2015-03-31	2015-04-13	13F-HR	View on EDGAR
2014-12-31	2015-01-23	13F-HR	View on EDGAR
2014-09-30	2014-11-04	13F-HR	View on EDGAR
2014-06-30	2014-07-18	13F-HR	View on EDGAR
2014-03-31	2014-04-28	13F-HR	View on EDGAR
2013-12-31	2014-01-10	13F-HR	View on EDGAR
2013-09-30	2013-10-03	13F-HR	View on EDGAR
2013-06-30	2013-07-16	13F-HR	View on EDGAR

FAQ

What is Calvert Investment Management, Inc. and what type of investor is it?

What are Calvert Investment Management, Inc.'s largest equity positions?

Based on the latest 13F filing, Calvert Investment Management, Inc.'s top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Calvert Investment Management, Inc. make in its most recent portfolio filing?

No notable portfolio changes were recorded for Calvert Investment Management, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Calvert Investment Management, Inc. focus on?

Sector breakdown data is not yet available for Calvert Investment Management, Inc.. Check back after the next 13F processing cycle.