0000918006-17-000007.txt : 20170530 0000918006-17-000007.hdr.sgml : 20170529 20170526175548 ACCESSION NUMBER: 0000918006-17-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170530 DATE AS OF CHANGE: 20170526 EFFECTIVENESS DATE: 20170530 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Calvert Investment Management, Inc. CENTRAL INDEX KEY: 0000918006 IRS NUMBER: 521233223 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05129 FILM NUMBER: 17875165 BUSINESS ADDRESS: STREET 1: 4550 MONTGOMERY AVENUE STREET 2: SUITE 1000N CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 3019514881 MAIL ADDRESS: STREET 1: 4550 MONTGOMERY AVENUE SUITE 1000N CITY: BETHESDA STATE: MD ZIP: 20814 FORMER COMPANY: FORMER CONFORMED NAME: Calvert Investment Management Inc. DATE OF NAME CHANGE: 20110712 FORMER COMPANY: FORMER CONFORMED NAME: CALVERT ASSET MANAGEMENT CO INC/MD DATE OF NAME CHANGE: 19940125 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000918006 XXXXXXXX 03-31-2017 03-31-2017 Calvert Investment Management, Inc.

4550 MONTGOMERY AVENUE SUITE 1000N BETHESDA MD 20814

13F HOLDINGS REPORT 028-05129 Y <PAGE>On December 30, 2016, substantially all of the business assets of Calvert were sold to Calvert Research and Management (the "Transaction"), a newly-formed subsidiary of Eaton Vance Management ("Eaton Vance"), in accordance with the terms of an Asset Purchase Agreement dated as of October 20, 2016 and amended as of December 24, 2016, among Calvert, Calvert's indirect parent company, Ameritas Holding Company ("AHC"), Eaton Vance, Calvert Research and Management and certain other parties (the "Asset Purchase Agreement"). As a result of the Transaction, Calvert no longer serves as the investment advisor for any registered investment company or separate account. Following the Transaction, Calvert's sole client was the DC College Savings Plan (the "Plan"), which is a Section 529 Plan for the District of Columbia. Calvert served as the Program Manager of the Plan and, in that capacity, it was responsible for the Plan's administration and investment operations. Calvert served as the Plan's Program Manager through March 24, 2017 at which time Calvert was replaced by a successor Program Manager. Accordingly, Calvert does not have any clients and it plans to file Form ADV-W on or before June 30, 2017 to withdraw its registration as an investment advisor and intends to wind down its business operations. <PAGE> Andrew Niebler 301-657-7044 /s/ Andrew Niebler Bethesda MD 05-26-2017 0 0 0 false INFORMATION TABLE 2 cim13finftable052617.xml 0 COM 000000000 0 0 SH SOLE 0 0 0