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Meristem Family Wealth’s Calumet Specialty Products CLMT Stock Holding History

Meristem Family Wealth’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
2019
Q3 		– Sell
-22,000
Closed -$92K – 205
2019
Q2 		$92K Buy
+22,000
New +$88K 0.03% 172

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Group One Trading
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BC
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return

Meristem Family Wealth's CLMT Position: Q3 2019 in Review

Meristem Family Wealth sold out of Calumet Specialty Products (CLMT) in Q3 2019, closing a stake of 22,000 shares — an estimated $92K sold.

Meristem Family Wealth first reported a position in CLMT in Q2 2019 and held it in 1 quarter. The position peaked at $92K in Q2 2019. 65 funds tracked by Wall St. Rank hold CLMT as of Q3 2019.

  • Meristem Family Wealth reported no remaining Calumet Specialty Products position as of Q3 2019 after selling out during the quarter.
  • Meristem Family Wealth sold 22,000 Calumet Specialty Products shares in Q3 2019, an estimated $92K.
  • Meristem Family Wealth first reported a position in Calumet Specialty Products in Q2 2019 and held it in 1 quarter.
  • Meristem Family Wealth's Calumet Specialty Products position peaked at $92K in Q2 2019.
  • 65 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2019.

Based on Meristem Family Wealth's 13F filing for Q3 2019, filed 8 Nov 2019.