Krilogy Financial’s Calumet Specialty Products CLMT Stock Holding History

Krilogy Financial’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
2018 Q4	–	Sell	-3,000	Closed	-$19K	–	230
2018 Q3	$19K	Buy	+3,000	New	+$21.3K	﹤0.01%	435
2018 Q2	–	Sell	-3,000	Closed	-$21K	–	238
2018 Q1	$21K	Hold	3,000	–	–	0.01%	434
2017 Q4	$23K	Hold	3,000	–	–	0.01%	416
2017 Q3	$25K	Buy	3,000 +1,000	+50%	+$6.23K	0.01%	444
2017 Q2	$9K	Buy	+2,000	New	+$8.02K	﹤0.01%	541
2015 Q4	–	Sell	-600	Closed	-$15K	–	436
2015 Q3	$15K	Buy	+600	New	+$15.6K	0.01%	337

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

SCM

SCW Capital Management Dallas, Texas $44M AUM 39.16% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

WWM

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

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

Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

Krilogy Financial's CLMT Position: Q4 2018 in Review

Krilogy Financial sold out of Calumet Specialty Products (CLMT) in Q4 2018, closing a stake of 3,000 shares — an estimated $19K sold.

Krilogy Financial first reported a position in CLMT in Q3 2015 and held it in 6 quarters. The position peaked at $25K in Q3 2017. 64 funds tracked by Wall St. Rank hold CLMT as of Q4 2018.

Krilogy Financial reported no remaining Calumet Specialty Products position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 3,000 Calumet Specialty Products shares in Q4 2018, an estimated $19K.
Krilogy Financial first reported a position in Calumet Specialty Products in Q3 2015 and held it in 6 quarters.
Krilogy Financial's Calumet Specialty Products position peaked at $25K in Q3 2017.
64 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.