FEG
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Financial Enhancement Group’s Calumet Specialty Products CLMT Stock Holding History

Financial Enhancement Group’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
2022
Q4 		– Sell
-440
Closed -$6K – 152
2022
Q3 		$6K Hold
440
– – ﹤0.01% 205
2022
Q2 		$5K Hold
440
– – ﹤0.01% 204
2022
Q1 		$6K Buy
+440
New +$6.48K ﹤0.01% 204
2020
Q4 		– Sell
-566
Closed -$1K – 289
2020
Q3 		$1K Buy
+566
New +$1.46K ﹤0.01% 233

Other funds holding CLMT

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EGA
Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Enhancement Group's CLMT Position: Q4 2022 in Review

Financial Enhancement Group sold out of Calumet Specialty Products (CLMT) in Q4 2022, closing a stake of 440 shares — an estimated $6K sold.

Financial Enhancement Group first reported a position in CLMT in Q3 2020 and held it in 4 quarters. The position peaked at $6K in Q3 2022. 72 funds tracked by Wall St. Rank hold CLMT as of Q4 2022.

  • Financial Enhancement Group reported no remaining Calumet Specialty Products position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 440 Calumet Specialty Products shares in Q4 2022, an estimated $6K.
  • Financial Enhancement Group first reported a position in Calumet Specialty Products in Q3 2020 and held it in 4 quarters.
  • Financial Enhancement Group's Calumet Specialty Products position peaked at $6K in Q3 2022.
  • 72 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.