Intellectus Partners’s Calumet Specialty Products CLMT Stock Holding History

Intellectus 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
2017 Q4	–	Sell	-1,000	Closed	-$8K	–	620
2017 Q3	$8K	Hold	1,000	–	–	﹤0.01%	635
2017 Q2	$4K	Hold	1,000	–	–	﹤0.01%	683
2017 Q1	$4K	Hold	1,000	–	–	﹤0.01%	615
2016 Q4	$4K	Buy	+1,000	New	+$4.08K	﹤0.01%	614

Other funds holding CLMT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SPCM

Sound Point Capital Management New York $28.3M AUM 13.25% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WWM

Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return

Intellectus Partners's CLMT Position: Q4 2017 in Review

Intellectus Partners sold out of Calumet Specialty Products (CLMT) in Q4 2017, closing a stake of 1,000 shares — an estimated $8K sold.

Intellectus Partners first reported a position in CLMT in Q4 2016 and held it in 4 quarters. The position peaked at $8K in Q3 2017. 73 funds tracked by Wall St. Rank hold CLMT as of Q4 2017.

Intellectus Partners reported no remaining Calumet Specialty Products position as of Q4 2017 after selling out during the quarter.
Intellectus Partners sold 1,000 Calumet Specialty Products shares in Q4 2017, an estimated $8K.
Intellectus Partners first reported a position in Calumet Specialty Products in Q4 2016 and held it in 4 quarters.
Intellectus Partners's Calumet Specialty Products position peaked at $8K in Q3 2017.
73 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2017.

Based on Intellectus Partners's 13F filing for Q4 2017, filed 13 Feb 2018.