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Hoover Financial Advisors’s Calumet Specialty Products CLMT Stock Holding History

Hoover Financial 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
2021
Q2 		$27K Buy
+4,000
New +$24.7K ﹤0.01% 354
2020
Q3 		– Sell
-500
Closed -$1K – 245
2020
Q2 		$1K Buy
+500
New +$1.07K ﹤0.01% 461

Other funds holding CLMT

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
EGA
Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hoover Financial Advisors's CLMT Position: Q2 2021 in Review

Hoover Financial Advisors opened a new position in Calumet Specialty Products (CLMT) in Q2 2021: 4,000 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings. This is a return to the name: Hoover Financial Advisors previously reported a position in CLMT as recently as Q2 2020.

Hoover Financial Advisors first reported a position in CLMT in Q2 2020 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold CLMT as of Q2 2021.

  • Hoover Financial Advisors held 4,000 shares of Calumet Specialty Products worth $27K as of Q2 2021.
  • Calumet Specialty Products was a new Hoover Financial Advisors position in Q2 2021.
  • Calumet Specialty Products made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #354 holding.
  • Hoover Financial Advisors first reported a position in Calumet Specialty Products in Q2 2020 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.