Hirtle Callaghan & Co’s Calumet Specialty Products CLMT Stock Holding History

Hirtle Callaghan & Co’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 Q1	–	Sell	-150	Closed	-$3K	–	79
2014 Q4	$3K	Hold	150	–	–	﹤0.01%	477
2014 Q3	$4K	Hold	150	–	–	﹤0.01%	510
2014 Q2	$5K	Hold	150	–	–	﹤0.01%	535
2014 Q1	$4K	Buy	+150	New	+$4.09K	﹤0.01%	532
2013 Q4	–	Sell	-150	Closed	-$4K	–	624
2013 Q3	$4K	Buy	+150	New	+$4.71K	﹤0.01%	520

Other funds holding CLMT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AAA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hirtle Callaghan & Co's CLMT Position: Q1 2015 in Review

Hirtle Callaghan & Co sold out of Calumet Specialty Products (CLMT) in Q1 2015, closing a stake of 150 shares — an estimated $3K sold.

Hirtle Callaghan & Co first reported a position in CLMT in Q3 2013 and held it in 5 quarters. The position peaked at $5K in Q2 2014. 117 funds tracked by Wall St. Rank hold CLMT as of Q1 2015.

Hirtle Callaghan & Co reported no remaining Calumet Specialty Products position as of Q1 2015 after selling out during the quarter.
Hirtle Callaghan & Co sold 150 Calumet Specialty Products shares in Q1 2015, an estimated $3K.
Hirtle Callaghan & Co first reported a position in Calumet Specialty Products in Q3 2013 and held it in 5 quarters.
Hirtle Callaghan & Co's Calumet Specialty Products position peaked at $5K in Q2 2014.
117 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2015.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2015, filed 15 May 2015.