EWM
Evercore Wealth Management’s Calumet Specialty Products CLMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-700
| Closed | -$3K | – | 1026 |
|
|
2016
Q2 | $3K | Hold |
700
| – | – | ﹤0.01% | 975 |
|
|
2016
Q1 | $8K | Hold |
700
| – | – | ﹤0.01% | 821 |
|
|
2015
Q4 | $14K | Hold |
700
| – | – | ﹤0.01% | 815 |
|
|
2015
Q3 | $17K | Hold |
700
| – | – | ﹤0.01% | 764 |
|
|
2015
Q2 | $18K | Hold |
700
| – | – | ﹤0.01% | 810 |
|
|
2015
Q1 | $17K | Hold |
700
| – | – | ﹤0.01% | 809 |
|
|
2014
Q4 | $16K | Hold |
700
| – | – | ﹤0.01% | 694 |
|
|
2014
Q3 | $19K | Sell |
700
-10,000
| -93% | -$271K | ﹤0.01% | 745 |
|
|
2014
Q2 | $340K | Buy |
10,700
+10,000
| +1,429% | +$318K | 0.02% | 319 |
|
|
2014
Q1 | $18K | Hold |
700
| – | – | ﹤0.01% | 755 |
|
|
2013
Q4 | $18K | Hold |
700
| – | – | ﹤0.01% | 692 |
|
|
2013
Q3 | $19K | Sell |
700
-225
| -24% | -$6.11K | ﹤0.01% | 693 |
|
|
2013
Q2 | $33K | Buy |
+925
| New | +$33K | ﹤0.01% | 612 |
|