Pinnacle Summer Investments’s Calumet Specialty Products CLMT Stock Holding History

Pinnacle Summer Investments’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 Q4	$40K	Buy	2,000 +1,000	+100%	+$24.7K	0.01%	371
2015 Q3	$24K	Hold	1,000	–	–	﹤0.01%	597
2015 Q2	$25K	Hold	1,000	–	–	0.01%	401
2015 Q1	$24K	Hold	1,000	–	–	﹤0.01%	621
2014 Q4	$25K	Hold	1,000	–	–	﹤0.01%	629
2014 Q3	$27K	Hold	1,000	–	–	﹤0.01%	625
2014 Q2	$33K	Hold	1,000	–	–	﹤0.01%	562
2014 Q1	$29K	Hold	1,000	–	–	﹤0.01%	535
2013 Q4	$26K	Buy	+1,000	New	+$27.9K	﹤0.01%	555

Other funds holding CLMT

ACM

Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

Pinnacle Summer Investments's CLMT Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Calumet Specialty Products (CLMT) stake by 100% in Q4 2015, buying an estimated $24.7K and bringing the position to 2,000 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #371.

Pinnacle Summer Investments first reported a position in CLMT in Q4 2013 and has held it in 9 quarters since. 119 funds tracked by Wall St. Rank hold CLMT as of Q4 2015.

Pinnacle Summer Investments held 2,000 shares of Calumet Specialty Products worth $40K as of Q4 2015.
Pinnacle Summer Investments bought 1,000 Calumet Specialty Products shares in Q4 2015, an estimated $24.7K.
Calumet Specialty Products made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #371 holding.
Pinnacle Summer Investments first reported a position in Calumet Specialty Products in Q4 2013 and has held it in 9 quarters since.
119 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.