JPLA
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Joseph P. Lucia & Associates’s Calumet Specialty Products CLMT Stock Holding History

Joseph P. Lucia & Associates’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
2020
Q1 		– Sell
-170
Closed -$1K – 452
2019
Q4 		$1K Sell
170
-380
-69% -$1.31K ﹤0.01% 428
2019
Q3 		$2K Sell
550
-160
-23% -$684 ﹤0.01% 410
2019
Q2 		$3K Sell
710
-1,816
-72% -$7.26K ﹤0.01% 386
2019
Q1 		$710 Buy
+2,526
New +$8.4K 0.05% 141

Other funds holding CLMT

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
EGA
Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return

Joseph P. Lucia & Associates's CLMT Position: Q1 2020 in Review

Joseph P. Lucia & Associates sold out of Calumet Specialty Products (CLMT) in Q1 2020, closing a stake of 170 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in CLMT in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q2 2019. 49 funds tracked by Wall St. Rank hold CLMT as of Q1 2020.

  • Joseph P. Lucia & Associates reported no remaining Calumet Specialty Products position as of Q1 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 170 Calumet Specialty Products shares in Q1 2020, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in Calumet Specialty Products in Q1 2019 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's Calumet Specialty Products position peaked at $3K in Q2 2019.
  • 49 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2020, filed 22 Apr 2020.