Archford Capital Strategies’s Calumet Specialty Products CLMT Stock Holding History

Archford Capital Strategies’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	-200	Closed	-$1K	–	554
2018 Q2	$1K	Hold	200	–	–	﹤0.01%	619
2018 Q1	$2K	Buy	+200	New	+$1.48K	﹤0.01%	513
2017 Q2	–	Sell	-200	Closed	-$1K	–	272
2017 Q1	$1K	Hold	200	–	–	﹤0.01%	641
2016 Q4	$0	Hold	200	–	–	﹤0.01%	662
2016 Q3	$0	Hold	200	–	–	﹤0.01%	651
2016 Q2	$1K	Buy	+200	New	+$1.13K	﹤0.01%	637
2016 Q1	–	Sell	-200	Closed	-$4K	–	254
2015 Q4	$4K	Hold	200	–	–	﹤0.01%	591
2015 Q3	$5K	Hold	200	–	–	﹤0.01%	444
2015 Q2	$5K	Hold	200	–	–	﹤0.01%	365
2015 Q1	$4.81K	Hold	200	–	–	﹤0.01%	383
2014 Q4	$4K	Hold	200	–	–	﹤0.01%	405
2014 Q3	$5K	Hold	200	–	–	﹤0.01%	394
2014 Q2	$6.36K	Hold	200	–	–	﹤0.01%	481
2014 Q1	$5.17K	Buy	+200	New	+$5.46K	﹤0.01%	523

Other funds holding CLMT

DMK

David M. Knott $275M AUM 59.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 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

Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return

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

Archford Capital Strategies's CLMT Position: Q3 2018 in Review

Archford Capital Strategies sold out of Calumet Specialty Products (CLMT) in Q3 2018, closing a stake of 200 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in CLMT in Q1 2014 and held it in 14 quarters. The position peaked at $6.36K in Q2 2014. 68 funds tracked by Wall St. Rank hold CLMT as of Q3 2018.

Archford Capital Strategies reported no remaining Calumet Specialty Products position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 200 Calumet Specialty Products shares in Q3 2018, an estimated $1K.
Archford Capital Strategies first reported a position in Calumet Specialty Products in Q1 2014 and held it in 14 quarters.
Archford Capital Strategies's Calumet Specialty Products position peaked at $6.36K in Q2 2014.
68 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.