IWP
CLMT icon

Icon Wealth Partners’s Calumet Specialty Products CLMT Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-350
Closed -$1K – 274
2019
Q1 		$1K Buy
+350
New +$1.16K ﹤0.01% 855

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
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Icon Wealth Partners's CLMT Position: Q2 2019 in Review

Icon Wealth Partners sold out of Calumet Specialty Products (CLMT) in Q2 2019, closing a stake of 350 shares — an estimated $1K sold.

Icon Wealth Partners first reported a position in CLMT in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 66 funds tracked by Wall St. Rank hold CLMT as of Q2 2019.

  • Icon Wealth Partners reported no remaining Calumet Specialty Products position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 350 Calumet Specialty Products shares in Q2 2019, an estimated $1K.
  • Icon Wealth Partners first reported a position in Calumet Specialty Products in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's Calumet Specialty Products position peaked at $1K in Q1 2019.
  • 66 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.