Cetera Investment Advisers
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Cetera Investment Advisers’s Calumet Specialty Products CLMT Stock Holding History

Cetera Investment Advisers’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
2021
Q2 		– Sell
-11,477
Closed -$70K – 1779
2021
Q1 		$70K Hold
11,477
– – ﹤0.01% 1572
2020
Q4 		$36K Buy
+11,477
New +$40K ﹤0.01% 1543

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
EGA
Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers's CLMT Position: Q2 2021 in Review

Cetera Investment Advisers sold out of Calumet Specialty Products (CLMT) in Q2 2021, closing a stake of 11,477 shares — an estimated $70K sold.

Cetera Investment Advisers first reported a position in CLMT in Q4 2020 and held it in 2 quarters. The position peaked at $70K in Q1 2021. 65 funds tracked by Wall St. Rank hold CLMT as of Q2 2021.

  • Cetera Investment Advisers reported no remaining Calumet Specialty Products position as of Q2 2021 after selling out during the quarter.
  • Cetera Investment Advisers sold 11,477 Calumet Specialty Products shares in Q2 2021, an estimated $70K.
  • Cetera Investment Advisers first reported a position in Calumet Specialty Products in Q4 2020 and held it in 2 quarters.
  • Cetera Investment Advisers's Calumet Specialty Products position peaked at $70K in Q1 2021.
  • 65 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2021.

Based on Cetera Investment Advisers's 13F filing for Q2 2021, filed 13 Aug 2021.