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

Mosaic 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
2017 Q4	–	Sell	-2,455	Closed	-$20K	–	719
2017 Q3	$20K	Hold	2,455	–	–	0.01%	466
2017 Q2	$10K	Hold	2,455	–	–	﹤0.01%	505
2017 Q1	$9K	Hold	2,455	–	–	﹤0.01%	514
2016 Q4	$10K	Hold	2,455	–	–	﹤0.01%	493
2016 Q3	$11K	Hold	2,455	–	–	0.01%	503
2016 Q2	$13K	Buy	2,455 +1	+0%	+$6	0.01%	497
2016 Q1	$28K	Buy	2,454 +115	+5%	+$1.6K	0.01%	390
2015 Q4	$46K	Buy	+2,339	New	+$57.8K	0.02%	339

Other funds holding CLMT

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

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

AAA

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

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

SPCM

Sound Point Capital Management New York $28.3M AUM 13.25% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

WWM

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

Mosaic Family Wealth's CLMT Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Calumet Specialty Products (CLMT) in Q4 2017, closing a stake of 2,455 shares — an estimated $20K sold.

Mosaic Family Wealth first reported a position in CLMT in Q4 2015 and held it in 8 quarters. The position peaked at $46K in Q4 2015. 73 funds tracked by Wall St. Rank hold CLMT as of Q4 2017.

Mosaic Family Wealth reported no remaining Calumet Specialty Products position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 2,455 Calumet Specialty Products shares in Q4 2017, an estimated $20K.
Mosaic Family Wealth first reported a position in Calumet Specialty Products in Q4 2015 and held it in 8 quarters.
Mosaic Family Wealth's Calumet Specialty Products position peaked at $46K in Q4 2015.
73 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.