Mark Sheptoff Financial Planning’s Calumet Specialty Products CLMT Stock Holding History

Mark Sheptoff Financial Planning’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
2015 Q4	–	Sell	-300	Closed	-$7K	–	388
2015 Q3	$7K	Hold	300	–	–	0.01%	269
2015 Q2	$8K	Hold	300	–	–	0.01%	283
2015 Q1	$7K	Hold	300	–	–	0.01%	282
2014 Q4	$7K	Hold	300	–	–	0.01%	280
2014 Q3	$8K	Hold	300	–	–	0.01%	279
2014 Q2	$10K	Hold	300	–	–	0.01%	273
2014 Q1	$8K	Buy	+300	New	+$8.19K	0.01%	293

Other funds holding CLMT

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mark Sheptoff Financial Planning's CLMT Position: Q4 2015 in Review

Mark Sheptoff Financial Planning sold out of Calumet Specialty Products (CLMT) in Q4 2015, closing a stake of 300 shares — an estimated $7K sold.

Mark Sheptoff Financial Planning first reported a position in CLMT in Q1 2014 and held it in 7 quarters. The position peaked at $10K in Q2 2014. 119 funds tracked by Wall St. Rank hold CLMT as of Q4 2015.

Mark Sheptoff Financial Planning reported no remaining Calumet Specialty Products position as of Q4 2015 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 300 Calumet Specialty Products shares in Q4 2015, an estimated $7K.
Mark Sheptoff Financial Planning first reported a position in Calumet Specialty Products in Q1 2014 and held it in 7 quarters.
Mark Sheptoff Financial Planning's Calumet Specialty Products position peaked at $10K in Q2 2014.
119 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2015, filed 9 Feb 2016.