National Planning Corporation’s Calumet Specialty Products CLMT Stock Holding History

National Planning Corporation’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 Q1	–	Sell	-6,900	Closed	-$158K	–	884
2014 Q4	$158K	Buy	+6,900	New	+$180K	0.01%	747
2014 Q3	–	Sell	-8,050	Closed	-$256K	–	760
2014 Q2	$256K	Sell	8,050 -125	-2%	-$3.72K	0.02%	604
2014 Q1	$215K	Buy	8,175 +400	+5%	+$10.9K	0.02%	624
2013 Q4	$202K	Buy	+7,775	New	+$217K	0.02%	626

Other funds holding CLMT

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AAA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

National Planning Corporation's CLMT Position: Q1 2015 in Review

National Planning Corporation sold out of Calumet Specialty Products (CLMT) in Q1 2015, closing a stake of 6,900 shares — an estimated $158K sold.

National Planning Corporation first reported a position in CLMT in Q4 2013 and held it in 4 quarters. The position peaked at $256K in Q2 2014. 117 funds tracked by Wall St. Rank hold CLMT as of Q1 2015.

National Planning Corporation reported no remaining Calumet Specialty Products position as of Q1 2015 after selling out during the quarter.
National Planning Corporation sold 6,900 Calumet Specialty Products shares in Q1 2015, an estimated $158K.
National Planning Corporation first reported a position in Calumet Specialty Products in Q4 2013 and held it in 4 quarters.
National Planning Corporation's Calumet Specialty Products position peaked at $256K in Q2 2014.
117 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.