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

Pacific 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
2015
Q1 		– Sell
-400
Closed -$9K – 72
2014
Q4 		$9K Buy
+400
New +$10.4K ﹤0.01% 161

Other funds holding CLMT

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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

Pacific Financial Group's CLMT Position: Q1 2015 in Review

Pacific Financial Group sold out of Calumet Specialty Products (CLMT) in Q1 2015, closing a stake of 400 shares — an estimated $9K sold.

Pacific Financial Group first reported a position in CLMT in Q4 2014 and held it in 1 quarter. The position peaked at $9K in Q4 2014. 117 funds tracked by Wall St. Rank hold CLMT as of Q1 2015.

  • Pacific Financial Group reported no remaining Calumet Specialty Products position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 400 Calumet Specialty Products shares in Q1 2015, an estimated $9K.
  • Pacific Financial Group first reported a position in Calumet Specialty Products in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Calumet Specialty Products position peaked at $9K in Q4 2014.
  • 117 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.