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 $882M AUM 42% 1-Year Est. Return

DMK

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

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

LCM

Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 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.