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Destination Wealth Management’s Calumet Specialty Products CLMT Stock Holding History

Destination Wealth Management’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
-5,000
Closed -$32K – 540
2018
Q3 		$32K Buy
+5,000
New +$35.5K ﹤0.01% 351

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

Destination Wealth Management's CLMT Position: Q4 2018 in Review

Destination Wealth Management sold out of Calumet Specialty Products (CLMT) in Q4 2018, closing a stake of 5,000 shares — an estimated $32K sold.

Destination Wealth Management first reported a position in CLMT in Q3 2018 and held it in 1 quarter. The position peaked at $32K in Q3 2018. 64 funds tracked by Wall St. Rank hold CLMT as of Q4 2018.

  • Destination Wealth Management reported no remaining Calumet Specialty Products position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 5,000 Calumet Specialty Products shares in Q4 2018, an estimated $32K.
  • Destination Wealth Management first reported a position in Calumet Specialty Products in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's Calumet Specialty Products position peaked at $32K in Q3 2018.
  • 64 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.