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JFS Wealth Advisors’s Calumet Specialty Products CLMT Stock Holding History

JFS Wealth Advisors’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
Q1 		– Sell
-549
Closed -$11K – 633
2015
Q4 		$11K Buy
+549
New +$13.6K ﹤0.01% 385

Other funds holding CLMT

AAA
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

JFS Wealth Advisors's CLMT Position: Q1 2016 in Review

JFS Wealth Advisors sold out of Calumet Specialty Products (CLMT) in Q1 2016, closing a stake of 549 shares — an estimated $11K sold.

JFS Wealth Advisors first reported a position in CLMT in Q4 2015 and held it in 1 quarter. The position peaked at $11K in Q4 2015. 111 funds tracked by Wall St. Rank hold CLMT as of Q1 2016.

  • JFS Wealth Advisors reported no remaining Calumet Specialty Products position as of Q1 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 549 Calumet Specialty Products shares in Q1 2016, an estimated $11K.
  • JFS Wealth Advisors first reported a position in Calumet Specialty Products in Q4 2015 and held it in 1 quarter.
  • JFS Wealth Advisors's Calumet Specialty Products position peaked at $11K in Q4 2015.
  • 111 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2016.

Based on JFS Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.