Chicago Partners Investment Group’s Calumet Specialty Products CLMT Stock Holding History

Chicago Partners Investment Group’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
2017 Q4	–	Sell	-610	Closed	-$5.08K	–	888
2017 Q3	$5K	Sell	610 -610	-50%	-$3.8K	﹤0.01%	862
2017 Q2	$5K	Buy	+1,220	New	+$4.89K	﹤0.01%	596
2016 Q3	–	Sell	-100	Closed	-$515	–	497
2016 Q2	$0	Sell	100 -1,495	-94%	-$8.47K	﹤0.01%	447
2016 Q1	$19K	Hold	1,595	–	–	0.01%	301
2015 Q4	$32K	Sell	1,595 -599	-27%	-$14.8K	0.02%	308
2015 Q3	$53K	Buy	2,194 +8	+0.4%	+$208	0.03%	221
2015 Q2	$56K	Sell	2,186 -2,396	-52%	-$63.5K	0.03%	223
2015 Q1	$103K	Sell	4,582 -1,224	-21%	-$31K	0.05%	177
2014 Q4	$130K	Buy	+5,806	New	+$151K	0.06%	159

Other funds holding CLMT

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SPCM

Sound Point Capital Management New York $28.3M AUM 13.25% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WWM

Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return

Chicago Partners Investment Group's CLMT Position: Q4 2017 in Review

Chicago Partners Investment Group sold out of Calumet Specialty Products (CLMT) in Q4 2017, closing a stake of 610 shares — an estimated $5.08K sold.

Chicago Partners Investment Group first reported a position in CLMT in Q4 2014 and held it in 9 quarters. The position peaked at $130K in Q4 2014. 73 funds tracked by Wall St. Rank hold CLMT as of Q4 2017.

Chicago Partners Investment Group reported no remaining Calumet Specialty Products position as of Q4 2017 after selling out during the quarter.
Chicago Partners Investment Group sold 610 Calumet Specialty Products shares in Q4 2017, an estimated $5.08K.
Chicago Partners Investment Group first reported a position in Calumet Specialty Products in Q4 2014 and held it in 9 quarters.
Chicago Partners Investment Group's Calumet Specialty Products position peaked at $130K in Q4 2014.
73 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2017.

Based on Chicago Partners Investment Group's 13F filing for Q4 2017, filed 28 Mar 2018.