Baltimore-Washington Financial Advisors’s Calumet Specialty Products CLMT Stock Holding History

Baltimore-Washington Financial 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
2015 Q2	–	Sell	-68	Closed	-$2K	–	228
2015 Q1	$2K	Buy	+68	New	+$1.72K	﹤0.01%	257

Other funds holding CLMT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AAA

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

SCVF

Small Cap Value Fund Dallas, Texas $538M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

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

TFMS

Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return

Baltimore-Washington Financial Advisors's CLMT Position: Q2 2015 in Review

Baltimore-Washington Financial Advisors sold out of Calumet Specialty Products (CLMT) in Q2 2015, closing a stake of 68 shares — an estimated $2K sold.

Baltimore-Washington Financial Advisors first reported a position in CLMT in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 113 funds tracked by Wall St. Rank hold CLMT as of Q2 2015.

Baltimore-Washington Financial Advisors reported no remaining Calumet Specialty Products position as of Q2 2015 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 68 Calumet Specialty Products shares in Q2 2015, an estimated $2K.
Baltimore-Washington Financial Advisors first reported a position in Calumet Specialty Products in Q1 2015 and held it in 1 quarter.
Baltimore-Washington Financial Advisors's Calumet Specialty Products position peaked at $2K in Q1 2015.
113 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2015, filed 15 Jul 2015.