Apriem Advisors’s Calumet Specialty Products CLMT Stock Holding History

Apriem Advisors’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
2016 Q2	–	Sell	-1,500	Closed	-$18K	–	591
2016 Q1	$18K	Hold	1,500	–	–	0.01%	319
2015 Q4	$30K	Hold	1,500	–	–	0.01%	248
2015 Q3	$36K	Hold	1,500	–	–	0.01%	229
2015 Q2	$38K	Hold	1,500	–	–	0.01%	242
2015 Q1	$36K	Hold	1,500	–	–	0.01%	236
2014 Q4	$34K	Hold	1,500	–	–	0.01%	234
2014 Q3	$41K	Buy	1,500 +500	+50%	+$15.1K	0.02%	225
2014 Q2	$32K	Hold	1,000	–	–	0.01%	233
2014 Q1	$26K	Hold	1,000	–	–	0.01%	274
2013 Q4	$26K	Hold	1,000	–	–	0.01%	266
2013 Q3	$27K	Hold	1,000	–	–	0.01%	252
2013 Q2	$36K	Buy	+1,000	New	+$35.9K	0.02%	224

Other funds holding CLMT

Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Apriem Advisors's CLMT Position: Q2 2016 in Review

Apriem Advisors sold out of Calumet Specialty Products (CLMT) in Q2 2016, closing a stake of 1,500 shares — an estimated $18K sold.

Apriem Advisors first reported a position in CLMT in Q2 2013 and held it in 12 quarters. The position peaked at $41K in Q3 2014. 90 funds tracked by Wall St. Rank hold CLMT as of Q2 2016.

Apriem Advisors reported no remaining Calumet Specialty Products position as of Q2 2016 after selling out during the quarter.
Apriem Advisors sold 1,500 Calumet Specialty Products shares in Q2 2016, an estimated $18K.
Apriem Advisors first reported a position in Calumet Specialty Products in Q2 2013 and held it in 12 quarters.
Apriem Advisors's Calumet Specialty Products position peaked at $41K in Q3 2014.
90 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2016.

Based on Apriem Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.