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

Evercore 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
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%	-$302K	﹤0.01%	745
2014 Q2	$340K	Buy	10,700 +10,000	+1,429%	+$298K	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%	-$7.07K	﹤0.01%	693
2013 Q2	$33K	Buy	+925	New	+$33.3K	﹤0.01%	612

Other funds holding CLMT

Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

AAA

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

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Evercore Wealth Management's CLMT Position: Q3 2016 in Review

Evercore Wealth Management sold out of Calumet Specialty Products (CLMT) in Q3 2016, closing a stake of 700 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in CLMT in Q2 2013 and held it in 13 quarters. The position peaked at $340K in Q2 2014. 93 funds tracked by Wall St. Rank hold CLMT as of Q3 2016.

Evercore Wealth Management reported no remaining Calumet Specialty Products position as of Q3 2016 after selling out during the quarter.
Evercore Wealth Management sold 700 Calumet Specialty Products shares in Q3 2016, an estimated $3K.
Evercore Wealth Management first reported a position in Calumet Specialty Products in Q2 2013 and held it in 13 quarters.
Evercore Wealth Management's Calumet Specialty Products position peaked at $340K in Q2 2014.
93 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.