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KMS Financial Services’s Calumet Specialty Products CLMT Stock Holding History

KMS Financial 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
2013
Q3 		– Sell
-6,675
Closed -$243K – 453
2013
Q2 		$243K Buy
+6,675
New +$240K 0.07% 303

Other funds holding CLMT

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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

KMS Financial Services's CLMT Position: Q3 2013 in Review

KMS Financial Services sold out of Calumet Specialty Products (CLMT) in Q3 2013, closing a stake of 6,675 shares — an estimated $243K sold.

KMS Financial Services first reported a position in CLMT in Q2 2013 and held it in 1 quarter. The position peaked at $243K in Q2 2013. 114 funds tracked by Wall St. Rank hold CLMT as of Q3 2013.

  • KMS Financial Services reported no remaining Calumet Specialty Products position as of Q3 2013 after selling out during the quarter.
  • KMS Financial Services sold 6,675 Calumet Specialty Products shares in Q3 2013, an estimated $243K.
  • KMS Financial Services first reported a position in Calumet Specialty Products in Q2 2013 and held it in 1 quarter.
  • KMS Financial Services's Calumet Specialty Products position peaked at $243K in Q2 2013.
  • 114 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2013.

Based on KMS Financial Services's 13F filing for Q3 2013, filed 25 Oct 2013.