Kohmann Bosshard Financial Services’s Calumet Specialty Products CLMT Stock Holding History

Kohmann Bosshard 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
2021 Q3	–	Sell	-20,000	Closed	-$137K	–	114
2021 Q2	$137K	Hold	20,000	–	–	0.03%	105
2021 Q1	$122K	Hold	20,000	–	–	0.03%	100
2020 Q4	$63K	Hold	20,000	–	–	0.02%	101
2020 Q3	$51K	Buy	+20,000	New	+$51.4K	0.02%	98
2018 Q4	–	Sell	-17,000	Closed	-$109K	–	99
2018 Q3	$109K	Hold	17,000	–	–	0.05%	92
2018 Q2	$127K	Buy	17,000 +100	+0.6%	+$752	0.07%	80
2018 Q1	$119K	Hold	16,900	–	–	0.07%	79
2017 Q4	$130K	Buy	+16,900	New	+$141K	0.08%	78

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

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

WWM

Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kohmann Bosshard Financial Services's CLMT Position: Q3 2021 in Review

Kohmann Bosshard Financial Services sold out of Calumet Specialty Products (CLMT) in Q3 2021, closing a stake of 20,000 shares — an estimated $137K sold.

Kohmann Bosshard Financial Services first reported a position in CLMT in Q4 2017 and held it in 8 quarters. The position peaked at $137K in Q2 2021. 60 funds tracked by Wall St. Rank hold CLMT as of Q3 2021.

Kohmann Bosshard Financial Services reported no remaining Calumet Specialty Products position as of Q3 2021 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 20,000 Calumet Specialty Products shares in Q3 2021, an estimated $137K.
Kohmann Bosshard Financial Services first reported a position in Calumet Specialty Products in Q4 2017 and held it in 8 quarters.
Kohmann Bosshard Financial Services's Calumet Specialty Products position peaked at $137K in Q2 2021.
60 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2021.

Based on Kohmann Bosshard Financial Services's 13F filing for Q3 2021, filed 12 Oct 2021.