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Kestra Private Wealth Services’s Calumet Specialty Products CLMT Stock Holding History

Kestra Private Wealth 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
2020
Q4 		– Sell
-35,105
Closed -$90K – 744
2020
Q3 		$90K Buy
+35,105
New +$90.2K 0.01% 649

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
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return

Kestra Private Wealth Services's CLMT Position: Q4 2020 in Review

Kestra Private Wealth Services sold out of Calumet Specialty Products (CLMT) in Q4 2020, closing a stake of 35,105 shares — an estimated $90K sold.

Kestra Private Wealth Services first reported a position in CLMT in Q3 2020 and held it in 1 quarter. The position peaked at $90K in Q3 2020. 55 funds tracked by Wall St. Rank hold CLMT as of Q4 2020.

  • Kestra Private Wealth Services reported no remaining Calumet Specialty Products position as of Q4 2020 after selling out during the quarter.
  • Kestra Private Wealth Services sold 35,105 Calumet Specialty Products shares in Q4 2020, an estimated $90K.
  • Kestra Private Wealth Services first reported a position in Calumet Specialty Products in Q3 2020 and held it in 1 quarter.
  • Kestra Private Wealth Services's Calumet Specialty Products position peaked at $90K in Q3 2020.
  • 55 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2020.

Based on Kestra Private Wealth Services's 13F filing for Q4 2020, filed 21 Jan 2021.