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Disclosery

Calvert Investment Management, Inc.: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Calvert Investment Management, Inc. on UGI, newest first. How the timeline and the estimate are built.

Calvert Investment Management, Inc. held 0 UGI shares at 2017-03-31 per its 13F-HR filed 2017-05-30.

the latest 13F is the newest step

  1. period ended2017-03-31
    13F 0 shares
    Change vs previous 13F -254,358 shares

    13F-HR 0000918006-17-000007 filed by Calvert Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2016-12-31
    13F 254,358 shares
    Change vs previous 13F -8,980 shares

    0.44% of the 13F portfolio, value $11,721,000.

    13F-HR 0000918006-17-000004 filed by Calvert Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-09-30
    13F/A 263,338 shares
    Change vs previous 13F -14,514 shares

    0.44% of the 13F portfolio, value $11,913,000.

    13F-HR/A 0000918006-16-000033 filed by Calvert Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-06-30
    13F/A 277,852 shares
    Change vs previous 13F +150,151 shares

    0.5% of the 13F portfolio, value $12,573,000.

    13F-HR/A 0000918006-16-000030 filed by Calvert Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-03-31
    13F 127,701 shares
    Change vs previous 13F +93,023 shares

    0.23% of the 13F portfolio, value $5,145,000.

    13F-HR 0000918006-16-000027 filed by Calvert Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2015-12-31
    13F 34,678 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,171,000.

    13F-HR 0000918006-16-000022 filed by Calvert Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).