Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LCM
Levitt Capital Management’s
Calumet Specialty Products
CLMT
Stock Holding History
Levitt Capital Management’s Portfolio
CLMT Stock Details
CLMT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2014
Q2
$704K
Sell
22,144
-38,981
-64%
-$1.16M
1.69%
22
2014
Q1
$1.58M
Buy
61,125
+34,806
+132%
+$950K
1.5%
18
2013
Q4
$685K
Sell
26,319
-597
-2%
-$16.7K
0.84%
37
2013
Q3
$735K
Sell
26,916
-1,124
-4%
-$35.3K
1.03%
29
2013
Q2
$1.02M
Buy
+28,040
New
+$1.01M
1.77%
8
Other funds holding CLMT
JP Morgan Chase
New York
$1.56T AUM
27.86%
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
IMS
Index Management Solutions
Philadelphia, Pennsylvania
$101M AUM
12.09%
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
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.9B AUM
27.3%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close