EWM
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Edge Wealth Management’s Calumet Specialty Products CLMT Stock Holding History

Edge 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
2014
Q3 		– Sell
-19,000
Closed -$606K – 417
2014
Q2 		$606K Buy
+19,000
New +$565K 0.25% 51

Other funds holding CLMT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Edge Wealth Management's CLMT Position: Q3 2014 in Review

Edge Wealth Management sold out of Calumet Specialty Products (CLMT) in Q3 2014, closing a stake of 19,000 shares — an estimated $606K sold.

Edge Wealth Management first reported a position in CLMT in Q2 2014 and held it in 1 quarter. The position peaked at $606K in Q2 2014. 115 funds tracked by Wall St. Rank hold CLMT as of Q3 2014.

  • Edge Wealth Management reported no remaining Calumet Specialty Products position as of Q3 2014 after selling out during the quarter.
  • Edge Wealth Management sold 19,000 Calumet Specialty Products shares in Q3 2014, an estimated $606K.
  • Edge Wealth Management first reported a position in Calumet Specialty Products in Q2 2014 and held it in 1 quarter.
  • Edge Wealth Management's Calumet Specialty Products position peaked at $606K in Q2 2014.
  • 115 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2014.

Based on Edge Wealth Management's 13F filing for Q3 2014, filed 7 Oct 2014.