Gradient Investments’s Calumet Specialty Products CLMT Stock Holding History

Gradient Investments’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
2021 Q4	–	Sell	-100	Closed	-$1K	–	1236
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	1059
2021 Q2	$1K	Hold	100	–	–	﹤0.01%	1051
2021 Q1	$1K	Hold	100	–	–	﹤0.01%	1062
2020 Q4	$0	Hold	100	–	–	﹤0.01%	1135
2020 Q3	$0	Hold	100	–	–	﹤0.01%	1147
2020 Q2	$0	Sell	100 -20	-17%	-$43	﹤0.01%	1063
2020 Q1	$0	Hold	120	–	–	﹤0.01%	1107
2019 Q4	$0	Hold	120	–	–	﹤0.01%	1110
2019 Q3	$0	Hold	120	–	–	﹤0.01%	1117
2019 Q2	$1K	Hold	120	–	–	﹤0.01%	932
2019 Q1	$0	Hold	120	–	–	﹤0.01%	887
2018 Q4	$0	Hold	120	–	–	﹤0.01%	942
2018 Q3	$1K	Hold	120	–	–	﹤0.01%	889
2018 Q2	$1K	Hold	120	–	–	﹤0.01%	881
2018 Q1	$1K	Hold	120	–	–	﹤0.01%	884
2017 Q4	$1K	Buy	+120	New	+$1K	﹤0.01%	875
2017 Q3	–	Sell	-20	Closed	–	–	305
2017 Q2	$0	Hold	20	–	–	﹤0.01%	805
2017 Q1	$0	Hold	20	–	–	﹤0.01%	773
2016 Q4	$0	Hold	20	–	–	﹤0.01%	736
2016 Q3	$0	Hold	20	–	–	﹤0.01%	717
2016 Q2	$0	Hold	20	–	–	﹤0.01%	721
2016 Q1	$0	Hold	20	–	–	﹤0.01%	735
2015 Q4	$0	Hold	20	–	–	﹤0.01%	680
2015 Q3	$0	Hold	20	–	–	﹤0.01%	607
2015 Q2	$1K	Hold	20	–	–	﹤0.01%	556
2015 Q1	$0	Buy	+20	New	+$506	﹤0.01%	651
2014 Q4	–	Sell	-20	Closed	-$1K	–	578
2014 Q3	$1K	Sell	20 -81,774	-100%	-$2.47M	﹤0.01%	434
2014 Q2	$2.6M	Buy	81,794 +10,562	+15%	+$314K	0.51%	51
2014 Q1	$1.84M	Buy	71,232 +9,440	+15%	+$258K	0.43%	76
2013 Q4	$1.61M	Buy	61,792 +15,286	+33%	+$427K	0.43%	78
2013 Q3	$1.27M	Buy	46,506 +13,456	+41%	+$423K	0.4%	86
2013 Q2	$1.2M	Buy	+33,050	New	+$1.19M	0.45%	54

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

EGA

Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 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

WWM

Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return

Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gradient Investments's CLMT Position: Q4 2021 in Review

Gradient Investments sold out of Calumet Specialty Products (CLMT) in Q4 2021, closing a stake of 100 shares — an estimated $1K sold.

Gradient Investments first reported a position in CLMT in Q2 2013 and held it in 32 quarters. The position peaked at $2.6M in Q2 2014. 70 funds tracked by Wall St. Rank hold CLMT as of Q4 2021.

Gradient Investments reported no remaining Calumet Specialty Products position as of Q4 2021 after selling out during the quarter.
Gradient Investments sold 100 Calumet Specialty Products shares in Q4 2021, an estimated $1K.
Gradient Investments first reported a position in Calumet Specialty Products in Q2 2013 and held it in 32 quarters.
Gradient Investments's Calumet Specialty Products position peaked at $2.6M in Q2 2014.
70 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2021.

Based on Gradient Investments's 13F filing for Q4 2021, filed 12 Jan 2022.