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Accurate Investment Solutions’s Calumet Specialty Products CLMT Stock Holding History

Accurate Investment Solutions’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-300
Closed -$2K – 393
2018
Q2 		$2K Hold
300
– – ﹤0.01% 405
2018
Q1 		$2K Hold
300
– – ﹤0.01% 397
2017
Q4 		$2K Hold
300
– – ﹤0.01% 390
2017
Q3 		$3K Buy
+300
New +$1.87K ﹤0.01% 361

Other funds holding CLMT

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Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accurate Investment Solutions's CLMT Position: Q3 2018 in Review

Accurate Investment Solutions sold out of Calumet Specialty Products (CLMT) in Q3 2018, closing a stake of 300 shares — an estimated $2K sold.

Accurate Investment Solutions first reported a position in CLMT in Q3 2017 and held it in 4 quarters. The position peaked at $3K in Q3 2017. 68 funds tracked by Wall St. Rank hold CLMT as of Q3 2018.

  • Accurate Investment Solutions reported no remaining Calumet Specialty Products position as of Q3 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 300 Calumet Specialty Products shares in Q3 2018, an estimated $2K.
  • Accurate Investment Solutions first reported a position in Calumet Specialty Products in Q3 2017 and held it in 4 quarters.
  • Accurate Investment Solutions's Calumet Specialty Products position peaked at $3K in Q3 2017.
  • 68 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.