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Advocacy Wealth Management Services’s Calumet Specialty Products CLMT Stock Holding History

Advocacy Wealth Management Services’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
2013
Q3 		$219K Buy
8,033
+5,199
+183% +$163K 0.6% 33
2013
Q2 		$103K Buy
+2,834
New +$102K 0.41% 60

Other funds holding CLMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Advocacy Wealth Management Services's CLMT Position: Q3 2013 in Review

Advocacy Wealth Management Services increased its Calumet Specialty Products (CLMT) stake by 183% in Q3 2013, buying an estimated $163K and bringing the position to 8,033 shares worth $219K. The position accounts for 0.6% of the portfolio, ranked #33.

Advocacy Wealth Management Services first reported a position in CLMT in Q2 2013 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold CLMT as of Q3 2013.

  • Advocacy Wealth Management Services held 8,033 shares of Calumet Specialty Products worth $219K as of Q3 2013.
  • Advocacy Wealth Management Services bought 5,199 Calumet Specialty Products shares in Q3 2013, an estimated $163K.
  • Calumet Specialty Products made up 0.6% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #33 holding.
  • Advocacy Wealth Management Services first reported a position in Calumet Specialty Products in Q2 2013 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.