CWSR
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Chessman Wealth Strategies RIA’s Calumet Specialty Products CLMT Stock Holding History

Chessman Wealth Strategies RIA’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
-600
Closed -$4K – 51
2018
Q3 		$4K Buy
+600
New +$4.26K ﹤0.01% 159

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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
Group One Trading
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

Chessman Wealth Strategies RIA's CLMT Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Calumet Specialty Products (CLMT) in Q4 2018, closing a stake of 600 shares — an estimated $4K sold.

Chessman Wealth Strategies RIA first reported a position in CLMT in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 64 funds tracked by Wall St. Rank hold CLMT as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Calumet Specialty Products position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 600 Calumet Specialty Products shares in Q4 2018, an estimated $4K.
  • Chessman Wealth Strategies RIA first reported a position in Calumet Specialty Products in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Calumet Specialty Products position peaked at $4K in Q3 2018.
  • 64 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.