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Ground Swell Capital’s Calumet Specialty Products CLMT Stock Holding History

Ground Swell Capital’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
2014
Q3 		$21K Buy
765
+228
+42% +$6.89K 0.04% 500
2014
Q2 		$17K Buy
+537
New +$16K 0.03% 472

Other funds holding CLMT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Ground Swell Capital's CLMT Position: Q3 2014 in Review

Ground Swell Capital increased its Calumet Specialty Products (CLMT) stake by 42% in Q3 2014, buying an estimated $6.89K and bringing the position to 765 shares worth $21K. The position accounts for 0.04% of the portfolio, ranked #500.

Ground Swell Capital first reported a position in CLMT in Q2 2014 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold CLMT as of Q3 2014.

  • Ground Swell Capital held 765 shares of Calumet Specialty Products worth $21K as of Q3 2014.
  • Ground Swell Capital bought 228 Calumet Specialty Products shares in Q3 2014, an estimated $6.89K.
  • Calumet Specialty Products made up 0.04% of Ground Swell Capital's portfolio in Q3 2014, its #500 holding.
  • Ground Swell Capital first reported a position in Calumet Specialty Products in Q2 2014 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.