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Freedom Investment Management’s Calumet Specialty Products CLMT Stock Holding History

Freedom Investment 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
2019
Q1 		– Sell
-12,904
Closed -$29K – 697
2018
Q4 		$29K Sell
12,904
-4,330
-25% -$17.9K ﹤0.01% 756
2018
Q3 		$115K Buy
17,234
+1,411
+9% +$10K 0.01% 879
2018
Q2 		$118K Buy
+15,823
New +$119K 0.01% 928
2016
Q1 		– Sell
-10,266
Closed -$204K – 834
2015
Q4 		$204K Buy
10,266
+6,800
+196% +$168K 0.02% 701
2015
Q3 		$221K Sell
3,466
-5,367
-61% -$139K 0.02% 585
2015
Q2 		$225K Sell
8,833
-2,145
-20% -$56.9K 0.02% 600
2015
Q1 		$264K Sell
10,978
-1,024
-9% -$25.9K 0.03% 515
2014
Q4 		$269K Buy
12,002
+3,845
+47% +$100K 0.03% 449
2014
Q3 		$224K Buy
8,157
+252
+3% +$7.62K 0.04% 426
2014
Q2 		$251K Sell
7,905
-1,057
-12% -$31.5K 0.04% 389
2014
Q1 		$232K Buy
+8,962
New +$245K 0.05% 354

Other funds holding CLMT

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
SCM
SCW Capital Management Dallas, Texas $44M AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Investment Management's CLMT Position: Q1 2019 in Review

Freedom Investment Management sold out of Calumet Specialty Products (CLMT) in Q1 2019, closing a stake of 12,904 shares — an estimated $29K sold.

Freedom Investment Management first reported a position in CLMT in Q1 2014 and held it in 11 quarters. The position peaked at $269K in Q4 2014. 70 funds tracked by Wall St. Rank hold CLMT as of Q1 2019.

  • Freedom Investment Management reported no remaining Calumet Specialty Products position as of Q1 2019 after selling out during the quarter.
  • Freedom Investment Management sold 12,904 Calumet Specialty Products shares in Q1 2019, an estimated $29K.
  • Freedom Investment Management first reported a position in Calumet Specialty Products in Q1 2014 and held it in 11 quarters.
  • Freedom Investment Management's Calumet Specialty Products position peaked at $269K in Q4 2014.
  • 70 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2019.

Based on Freedom Investment Management's 13F filing for Q1 2019, filed 18 Apr 2019.