Investors Capital Advisory Services’s Calumet Specialty Products CLMT Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	–	Sell	-12,687	Closed	-$148K	–	720
2016 Q1	$148K	Sell	12,687 -6,110	-33%	-$85K	0.03%	599
2015 Q4	$374K	Sell	18,797 -1,338	-7%	-$33.1K	0.07%	375
2015 Q3	$487K	Buy	20,135 +3,583	+22%	+$93.1K	0.1%	290
2015 Q2	$420K	Buy	16,552 +2,294	+16%	+$60.8K	0.08%	369
2015 Q1	$341K	Buy	14,258 +300	+2%	+$7.59K	0.06%	420
2014 Q4	$312K	Buy	13,958 +2,158	+18%	+$56.2K	0.06%	432
2014 Q3	$323K	Sell	11,800 -9,776	-45%	-$295K	0.06%	412
2014 Q2	$685K	Buy	21,576 +13,243	+159%	+$394K	0.11%	273
2014 Q1	$214K	Buy	+8,333	New	+$227K	0.05%	512

Other funds holding CLMT

Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return

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

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

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

AAA

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

SOAMC

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Investors Capital Advisory Services's CLMT Position: Q2 2016 in Review

Investors Capital Advisory Services sold out of Calumet Specialty Products (CLMT) in Q2 2016, closing a stake of 12,687 shares — an estimated $148K sold.

Investors Capital Advisory Services first reported a position in CLMT in Q1 2014 and held it in 9 quarters. The position peaked at $685K in Q2 2014. 90 funds tracked by Wall St. Rank hold CLMT as of Q2 2016.

Investors Capital Advisory Services reported no remaining Calumet Specialty Products position as of Q2 2016 after selling out during the quarter.
Investors Capital Advisory Services sold 12,687 Calumet Specialty Products shares in Q2 2016, an estimated $148K.
Investors Capital Advisory Services first reported a position in Calumet Specialty Products in Q1 2014 and held it in 9 quarters.
Investors Capital Advisory Services's Calumet Specialty Products position peaked at $685K in Q2 2014.
90 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.