MWR
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McAdams Wright Ragen’s Calumet Specialty Products CLMT Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		– Sell
-10,710
Closed -$340K – 425
2014
Q2 		$340K Sell
10,710
-125
-1% -$3.72K 0.02% 309
2014
Q1 		$279K Sell
10,835
-400
-4% -$10.9K 0.02% 308
2013
Q4 		$292K Buy
+11,235
New +$314K 0.02% 291
2013
Q3 		– Sell
-9,475
Closed -$345K – 346
2013
Q2 		$345K Buy
+9,475
New +$341K 0.03% 254

Other funds holding CLMT

JP Morgan Chase
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

McAdams Wright Ragen's CLMT Position: Q3 2014 in Review

McAdams Wright Ragen sold out of Calumet Specialty Products (CLMT) in Q3 2014, closing a stake of 10,710 shares — an estimated $340K sold.

McAdams Wright Ragen first reported a position in CLMT in Q2 2013 and held it in 4 quarters. The position peaked at $345K in Q2 2013. 115 funds tracked by Wall St. Rank hold CLMT as of Q3 2014.

  • McAdams Wright Ragen reported no remaining Calumet Specialty Products position as of Q3 2014 after selling out during the quarter.
  • McAdams Wright Ragen sold 10,710 Calumet Specialty Products shares in Q3 2014, an estimated $340K.
  • McAdams Wright Ragen first reported a position in Calumet Specialty Products in Q2 2013 and held it in 4 quarters.
  • McAdams Wright Ragen's Calumet Specialty Products position peaked at $345K in Q2 2013.
  • 115 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.