Mount Yale Investment Advisors’s Calumet Specialty Products CLMT Stock Holding History

Mount Yale Investment Advisors’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
2021 Q3	–	Sell	-43,000	Closed	-$295K	–	465
2021 Q2	$295K	Hold	43,000	–	–	0.04%	323
2021 Q1	$262K	Hold	43,000	–	–	0.03%	346
2020 Q4	$135K	Hold	43,000	–	–	0.02%	390
2020 Q3	$110K	Hold	43,000	–	–	0.02%	344
2020 Q2	$98K	Buy	+43,000	New	+$91.9K	0.02%	328
2018 Q4	–	Sell	-3,000	Closed	-$14K	–	402
2018 Q3	$14K	Hold	3,000	–	–	﹤0.01%	826
2018 Q2	$22K	Hold	3,000	–	–	﹤0.01%	772
2018 Q1	$21K	Buy	+3,000	New	+$22.2K	﹤0.01%	758

Other funds holding CLMT

AAA

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

DMK

David M. Knott $275M AUM 59.23% 1-Year Est. Return

EGA

Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

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

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

Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return

SCM

Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return

WWM

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

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

Mount Yale Investment Advisors's CLMT Position: Q3 2021 in Review

Mount Yale Investment Advisors sold out of Calumet Specialty Products (CLMT) in Q3 2021, closing a stake of 43,000 shares — an estimated $295K sold.

Mount Yale Investment Advisors first reported a position in CLMT in Q1 2018 and held it in 8 quarters. The position peaked at $295K in Q2 2021. 60 funds tracked by Wall St. Rank hold CLMT as of Q3 2021.

Mount Yale Investment Advisors reported no remaining Calumet Specialty Products position as of Q3 2021 after selling out during the quarter.
Mount Yale Investment Advisors sold 43,000 Calumet Specialty Products shares in Q3 2021, an estimated $295K.
Mount Yale Investment Advisors first reported a position in Calumet Specialty Products in Q1 2018 and held it in 8 quarters.
Mount Yale Investment Advisors's Calumet Specialty Products position peaked at $295K in Q2 2021.
60 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.