GWA
CLMT icon

Genesis Wealth Advisors’s Calumet Specialty Products CLMT Stock Holding History

Genesis Wealth Advisors’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 		$16.5K Hold
650
– – 0.01% 302
2015
Q1 		$16K Hold
650
– – 0.01% 311
2014
Q4 		$17.7K Buy
+650
New +$16.9K 0.01% 325

Other funds holding CLMT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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

Genesis Wealth Advisors's CLMT Position: Q2 2015 in Review

Genesis Wealth Advisors held its Calumet Specialty Products (CLMT) position steady in Q2 2015 at 650 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #302.

Genesis Wealth Advisors first reported a position in CLMT in Q4 2014 and has held it in 3 quarters since. The position peaked at $17.7K in Q4 2014. 113 funds tracked by Wall St. Rank hold CLMT as of Q2 2015.

  • Genesis Wealth Advisors held 650 shares of Calumet Specialty Products worth $16.5K as of Q2 2015.
  • Genesis Wealth Advisors left its Calumet Specialty Products share count unchanged in Q2 2015.
  • Calumet Specialty Products made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #302 holding.
  • Genesis Wealth Advisors first reported a position in Calumet Specialty Products in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Calumet Specialty Products position peaked at $17.7K in Q4 2014.
  • 113 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.