Certified Advisory Corp’s Calumet Specialty Products CLMT Stock Holding History

Certified Advisory Corp’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 Q4	–	Sell	-100	Closed	-$1K	–	742
2018 Q3	$1K	Hold	100	–	–	﹤0.01%	738
2018 Q2	$1K	Hold	100	–	–	﹤0.01%	727
2018 Q1	$0	Buy	+100	New	+$739	﹤0.01%	739

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

SCM

SCW Capital Management Dallas, Texas $44M AUM 39.16% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

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

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

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

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

Certified Advisory Corp's CLMT Position: Q4 2018 in Review

Certified Advisory Corp sold out of Calumet Specialty Products (CLMT) in Q4 2018, closing a stake of 100 shares — an estimated $1K sold.

Certified Advisory Corp first reported a position in CLMT in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 64 funds tracked by Wall St. Rank hold CLMT as of Q4 2018.

Certified Advisory Corp reported no remaining Calumet Specialty Products position as of Q4 2018 after selling out during the quarter.
Certified Advisory Corp sold 100 Calumet Specialty Products shares in Q4 2018, an estimated $1K.
Certified Advisory Corp first reported a position in Calumet Specialty Products in Q1 2018 and held it in 3 quarters.
Certified Advisory Corp's Calumet Specialty Products position peaked at $1K in Q3 2018.
64 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2018.

Based on Certified Advisory Corp's 13F filing for Q4 2018, filed 4 Feb 2019.