Next Financial Group’s Calumet Specialty Products CLMT Stock Holding History

Next Financial Group’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 Q3	–	Sell	-250	Closed	-$1K	–	1769
2017 Q2	$1K	Hold	250	–	–	﹤0.01%	1818
2017 Q1	$1K	Sell	250 -472	-65%	-$1.87K	﹤0.01%	1783
2016 Q4	$3K	Hold	722	–	–	﹤0.01%	2063
2016 Q3	$3K	Buy	+722	New	+$3.71K	﹤0.01%	2055
2016 Q2	–	Sell	-300	Closed	-$3K	–	1749
2016 Q1	$3K	Buy	+300	New	+$4.17K	﹤0.01%	1462
2014 Q4	–	Sell	-1,100	Closed	-$30K	–	1951
2014 Q3	$30K	Hold	1,100	–	–	0.01%	1201
2014 Q2	$32K	Buy	+1,100	New	+$32.7K	0.02%	464

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

SCM

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

AAA

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

SPCM

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

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

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

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

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

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

Next Financial Group's CLMT Position: Q3 2017 in Review

Next Financial Group sold out of Calumet Specialty Products (CLMT) in Q3 2017, closing a stake of 250 shares — an estimated $1K sold.

Next Financial Group first reported a position in CLMT in Q2 2014 and held it in 7 quarters. The position peaked at $32K in Q2 2014. 72 funds tracked by Wall St. Rank hold CLMT as of Q3 2017.

Next Financial Group reported no remaining Calumet Specialty Products position as of Q3 2017 after selling out during the quarter.
Next Financial Group sold 250 Calumet Specialty Products shares in Q3 2017, an estimated $1K.
Next Financial Group first reported a position in Calumet Specialty Products in Q2 2014 and held it in 7 quarters.
Next Financial Group's Calumet Specialty Products position peaked at $32K in Q2 2014.
72 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.