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James Investment Research’s Calumet Specialty Products CLMT Stock Holding History

James Investment Research’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
2013
Q3 		– Sell
-34,700
Closed -$1.26M – 525
2013
Q2 		$1.26M Buy
+34,700
New +$1.25M 0.05% 185

Other funds holding CLMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

James Investment Research's CLMT Position: Q3 2013 in Review

James Investment Research sold out of Calumet Specialty Products (CLMT) in Q3 2013, closing a stake of 34,700 shares — an estimated $1.26M sold.

James Investment Research first reported a position in CLMT in Q2 2013 and held it in 1 quarter. The position peaked at $1.26M in Q2 2013. 114 funds tracked by Wall St. Rank hold CLMT as of Q3 2013.

  • James Investment Research reported no remaining Calumet Specialty Products position as of Q3 2013 after selling out during the quarter.
  • James Investment Research sold 34,700 Calumet Specialty Products shares in Q3 2013, an estimated $1.26M.
  • James Investment Research first reported a position in Calumet Specialty Products in Q2 2013 and held it in 1 quarter.
  • James Investment Research's Calumet Specialty Products position peaked at $1.26M in Q2 2013.
  • 114 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2013.

Based on James Investment Research's 13F filing for Q3 2013, filed 16 Oct 2013.