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Optimum Investment Advisors’s Calumet Specialty Products CLMT Stock Holding History

Optimum 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
2015
Q1 		$56K Buy
2,342
+1,042
+80% +$26.4K 0.02% 487
2014
Q4 		$29K Hold
1,300
– – 0.01% 627
2014
Q3 		$36K Buy
1,300
+1,000
+333% +$30.2K 0.01% 531
2014
Q2 		$10K Buy
+300
New +$8.93K ﹤0.01% 770

Other funds holding CLMT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
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
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Optimum Investment Advisors's CLMT Position: Q1 2015 in Review

Optimum Investment Advisors increased its Calumet Specialty Products (CLMT) stake by 80% in Q1 2015, buying an estimated $26.4K and bringing the position to 2,342 shares worth $56K. The position accounts for 0.02% of the portfolio, ranked #487.

Optimum Investment Advisors first reported a position in CLMT in Q2 2014 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold CLMT as of Q1 2015.

  • Optimum Investment Advisors held 2,342 shares of Calumet Specialty Products worth $56K as of Q1 2015.
  • Optimum Investment Advisors bought 1,042 Calumet Specialty Products shares in Q1 2015, an estimated $26.4K.
  • Calumet Specialty Products made up 0.02% of Optimum Investment Advisors's portfolio in Q1 2015, its #487 holding.
  • Optimum Investment Advisors first reported a position in Calumet Specialty Products in Q2 2014 and has held it in 4 quarters since.
  • 117 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.