Northwestern Mutual Wealth Management’s Calumet Specialty Products CLMT Stock Holding History

Northwestern Mutual Wealth Management’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
2024 Q3	–	Sell	-200	Closed	-$3.21K	–	3623
2024 Q2	$3.21K	Sell	200 -850	-81%	-$13.4K	﹤0.01%	2991
2024 Q1	$15.6K	Buy	+1,050	New	+$16.7K	﹤0.01%	2488
2023 Q2	–	Sell	-100	Closed	-$1.74K	–	3377
2023 Q1	$1.74K	Buy	+100	New	+$1.78K	﹤0.01%	2949
2021 Q2	–	Sell	-23	Closed	–	–	3021
2021 Q1	$0	Buy	+23	New	+$96	﹤0.01%	2790
2018 Q4	–	Sell	-2,000	Closed	-$13K	–	2414
2018 Q3	$13K	Buy	+2,000	New	+$14.2K	﹤0.01%	1827
2014 Q4	–	Sell	-20	Closed	-$1K	–	1713
2014 Q3	$1K	Buy	+20	New	+$604	﹤0.01%	1242
2014 Q1	–	Sell	-200	Closed	-$5K	–	1283
2013 Q4	$5K	Buy	+200	New	+$5.59K	﹤0.01%	1048
2013 Q3	–	Sell	-900	Closed	-$33K	–	1361
2013 Q2	$33K	Buy	+900	New	+$32.4K	﹤0.01%	610

Other funds holding CLMT

WDOM

Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return

AAA

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

DMKJ

David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCM

Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

AFA

Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return

Northwestern Mutual Wealth Management's CLMT Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Calumet Specialty Products (CLMT) in Q3 2024, closing a stake of 200 shares — an estimated $3.21K sold.

Northwestern Mutual Wealth Management first reported a position in CLMT in Q2 2013 and held it in 8 quarters. The position peaked at $33K in Q2 2013. 91 funds tracked by Wall St. Rank hold CLMT as of Q3 2024.

Northwestern Mutual Wealth Management reported no remaining Calumet Specialty Products position as of Q3 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 200 Calumet Specialty Products shares in Q3 2024, an estimated $3.21K.
Northwestern Mutual Wealth Management first reported a position in Calumet Specialty Products in Q2 2013 and held it in 8 quarters.
Northwestern Mutual Wealth Management's Calumet Specialty Products position peaked at $33K in Q2 2013.
91 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.