Index Management Solutions’s Calumet Specialty Products CLMT Stock Holding History

Index Management Solutions’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	-652,447	Closed	-$14.6M	–	789
2014 Q4	$14.6M	Buy	652,447 +26,042	+4%	+$678K	2.01%	8
2014 Q3	$17.2M	Buy	626,405 +51,690	+9%	+$1.56M	1.96%	7
2014 Q2	$18.3M	Buy	574,715 +56,972	+11%	+$1.7M	2.23%	3
2014 Q1	$13.4M	Buy	517,743 +208,099	+67%	+$5.68M	2.17%	8
2013 Q4	$8.06M	Buy	309,644 +19,390	+7%	+$542K	2.02%	19
2013 Q3	$7.92M	Buy	+290,254	New	+$9.12M	2.36%	19

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

Index Management Solutions's CLMT Position: Q1 2015 in Review

Index Management Solutions sold out of Calumet Specialty Products (CLMT) in Q1 2015, closing a stake of 652,447 shares — an estimated $14.6M sold.

Index Management Solutions first reported a position in CLMT in Q3 2013 and held it in 6 quarters. The position peaked at $18.3M in Q2 2014. 117 funds tracked by Wall St. Rank hold CLMT as of Q1 2015.

Index Management Solutions reported no remaining Calumet Specialty Products position as of Q1 2015 after selling out during the quarter.
Index Management Solutions sold 652,447 Calumet Specialty Products shares in Q1 2015, an estimated $14.6M.
Index Management Solutions first reported a position in Calumet Specialty Products in Q3 2013 and held it in 6 quarters.
Index Management Solutions's Calumet Specialty Products position peaked at $18.3M in Q2 2014.
117 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2015.

Based on Index Management Solutions's 13F filing for Q1 2015, filed 15 May 2015.