FineMark National Bank & Trust’s Calumet Specialty Products CLMT Stock Holding History

FineMark National Bank & Trust’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	-1,100	Closed	-$5K	–	1326
2016 Q2	$5K	Hold	1,100	–	–	﹤0.01%	1066
2016 Q1	$13K	Hold	1,100	–	–	﹤0.01%	850
2015 Q4	$22K	Hold	1,100	–	–	﹤0.01%	800
2015 Q3	$27K	Hold	1,100	–	–	﹤0.01%	778
2015 Q2	$28K	Hold	1,100	–	–	﹤0.01%	798
2015 Q1	$26K	Hold	1,100	–	–	﹤0.01%	818
2014 Q4	$25K	Buy	1,100 +500	+83%	+$13K	﹤0.01%	852
2014 Q3	$16K	Hold	600	–	–	﹤0.01%	927
2014 Q2	$19K	Buy	+600	New	+$17.9K	﹤0.01%	907

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

FineMark National Bank & Trust's CLMT Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of Calumet Specialty Products (CLMT) in Q3 2016, closing a stake of 1,100 shares — an estimated $5K sold.

FineMark National Bank & Trust first reported a position in CLMT in Q2 2014 and held it in 9 quarters. The position peaked at $28K in Q2 2015. 93 funds tracked by Wall St. Rank hold CLMT as of Q3 2016.

FineMark National Bank & Trust reported no remaining Calumet Specialty Products position as of Q3 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 1,100 Calumet Specialty Products shares in Q3 2016, an estimated $5K.
FineMark National Bank & Trust first reported a position in Calumet Specialty Products in Q2 2014 and held it in 9 quarters.
FineMark National Bank & Trust's Calumet Specialty Products position peaked at $28K in Q2 2015.
93 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.