FMA Advisory’s Calumet Specialty Products CLMT Stock Holding History

FMA Advisory’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
2015 Q2	$5K	Buy	+198	New	+$5.25K	﹤0.01%	311

Other funds holding CLMT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAA

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

SCVF

Small Cap Value Fund Dallas, Texas $538M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

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

TFMS

Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return

FMA Advisory's CLMT Position: Q2 2015 in Review

FMA Advisory opened a new position in Calumet Specialty Products (CLMT) in Q2 2015: 198 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #311 among its holdings.

113 funds tracked by Wall St. Rank hold CLMT as of Q2 2015.

FMA Advisory held 198 shares of Calumet Specialty Products worth $5K as of Q2 2015.
Calumet Specialty Products was a new FMA Advisory position in Q2 2015.
Calumet Specialty Products made up ﹤0.01% of FMA Advisory's portfolio in Q2 2015, its #311 holding.
113 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.