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Eagle Ridge Investment Management’s Calumet Specialty Products CLMT Stock Holding History

Eagle Ridge Investment 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
2013
Q3 		– Sell
-8,464
Closed -$308K – 50
2013
Q2 		$308K Buy
+8,464
New +$304K 0.18% 43

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AAA
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U
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CA
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Eagle Ridge Investment Management's CLMT Position: Q3 2013 in Review

Eagle Ridge Investment Management sold out of Calumet Specialty Products (CLMT) in Q3 2013, closing a stake of 8,464 shares — an estimated $308K sold.

Eagle Ridge Investment Management first reported a position in CLMT in Q2 2013 and held it in 1 quarter. The position peaked at $308K in Q2 2013. 114 funds tracked by Wall St. Rank hold CLMT as of Q3 2013.

  • Eagle Ridge Investment Management reported no remaining Calumet Specialty Products position as of Q3 2013 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 8,464 Calumet Specialty Products shares in Q3 2013, an estimated $308K.
  • Eagle Ridge Investment Management first reported a position in Calumet Specialty Products in Q2 2013 and held it in 1 quarter.
  • Eagle Ridge Investment Management's Calumet Specialty Products position peaked at $308K in Q2 2013.
  • 114 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2013.

Based on Eagle Ridge Investment Management's 13F filing for Q3 2013, filed 14 Nov 2013.