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Joel Isaacson & Co’s Calumet Specialty Products CLMT Stock Holding History

Joel Isaacson & Co’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
-800
Closed -$9K – 725
2016
Q1 		$9K Buy
+800
New +$11.1K ﹤0.01% 582

Other funds holding CLMT

RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 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
Royal Bank of Canada
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
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
VanEck Associates
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

Joel Isaacson & Co's CLMT Position: Q2 2016 in Review

Joel Isaacson & Co sold out of Calumet Specialty Products (CLMT) in Q2 2016, closing a stake of 800 shares — an estimated $9K sold.

Joel Isaacson & Co first reported a position in CLMT in Q1 2016 and held it in 1 quarter. The position peaked at $9K in Q1 2016. 90 funds tracked by Wall St. Rank hold CLMT as of Q2 2016.

  • Joel Isaacson & Co reported no remaining Calumet Specialty Products position as of Q2 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 800 Calumet Specialty Products shares in Q2 2016, an estimated $9K.
  • Joel Isaacson & Co first reported a position in Calumet Specialty Products in Q1 2016 and held it in 1 quarter.
  • Joel Isaacson & Co's Calumet Specialty Products position peaked at $9K in Q1 2016.
  • 90 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2016.

Based on Joel Isaacson & Co's 13F filing for Q2 2016, filed 22 Jul 2016.