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Capital Investment Advisory Services’s Calumet Specialty Products CLMT Stock Holding History

Capital Investment Advisory 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
2019
Q4 		– Sell
-200
Closed -$1K – 674
2019
Q3 		$1K Sell
200
-300
-60% -$1.28K ﹤0.01% 1306
2019
Q2 		$2K Hold
500
– – ﹤0.01% 1265
2019
Q1 		$2K Hold
500
– – ﹤0.01% 1090
2018
Q4 		$1K Buy
+500
New +$2.06K ﹤0.01% 1108

Other funds holding CLMT

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
LCM
Lonestar Capital Management San Francisco, California $345M AUM 80.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $135M AUM 27.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return

Capital Investment Advisory Services's CLMT Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Calumet Specialty Products (CLMT) in Q4 2019, closing a stake of 200 shares — an estimated $1K sold.

Capital Investment Advisory Services first reported a position in CLMT in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q2 2019. 62 funds tracked by Wall St. Rank hold CLMT as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Calumet Specialty Products position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 200 Calumet Specialty Products shares in Q4 2019, an estimated $1K.
  • Capital Investment Advisory Services first reported a position in Calumet Specialty Products in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Calumet Specialty Products position peaked at $2K in Q2 2019.
  • 62 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.