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Gupta Wealth Management’s Calumet Specialty Products CLMT Stock Holding History

Gupta Wealth 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
2015
Q2 		– Sell
-70
Closed -$2K – 1262
2015
Q1 		$2K Buy
+70
New +$1.77K ﹤0.01% 995

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

Gupta Wealth Management's CLMT Position: Q2 2015 in Review

Gupta Wealth Management sold out of Calumet Specialty Products (CLMT) in Q2 2015, closing a stake of 70 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in CLMT in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 113 funds tracked by Wall St. Rank hold CLMT as of Q2 2015.

  • Gupta Wealth Management reported no remaining Calumet Specialty Products position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 70 Calumet Specialty Products shares in Q2 2015, an estimated $2K.
  • Gupta Wealth Management first reported a position in Calumet Specialty Products in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Calumet Specialty Products position peaked at $2K in Q1 2015.
  • 113 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.