Chevy Chase Trust
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Chevy Chase Trust’s Calumet Specialty Products CLMT Stock Holding History

Chevy Chase Trust’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
2014
Q4 		– Sell
-11,649
Closed -$320K – 709
2014
Q3 		$320K Buy
+11,649
New +$352K ﹤0.01% 631

Other funds holding CLMT

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AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chevy Chase Trust's CLMT Position: Q4 2014 in Review

Chevy Chase Trust sold out of Calumet Specialty Products (CLMT) in Q4 2014, closing a stake of 11,649 shares — an estimated $320K sold.

Chevy Chase Trust first reported a position in CLMT in Q3 2014 and held it in 1 quarter. The position peaked at $320K in Q3 2014. 118 funds tracked by Wall St. Rank hold CLMT as of Q4 2014.

  • Chevy Chase Trust reported no remaining Calumet Specialty Products position as of Q4 2014 after selling out during the quarter.
  • Chevy Chase Trust sold 11,649 Calumet Specialty Products shares in Q4 2014, an estimated $320K.
  • Chevy Chase Trust first reported a position in Calumet Specialty Products in Q3 2014 and held it in 1 quarter.
  • Chevy Chase Trust's Calumet Specialty Products position peaked at $320K in Q3 2014.
  • 118 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2014.

Based on Chevy Chase Trust's 13F filing for Q4 2014, filed 15 Jan 2015.