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Plante Moran Financial Advisors’s Calumet Specialty Products CLMT Stock Holding History

Plante Moran Financial 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
2020
Q2 		– Sell
-104
Closed – – 765
2020
Q1 		$0 Buy
+104
New +$351 ﹤0.01% 739

Other funds holding CLMT

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EGA
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DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $135M AUM 27.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plante Moran Financial Advisors's CLMT Position: Q2 2020 in Review

Plante Moran Financial Advisors sold out of Calumet Specialty Products (CLMT) in Q2 2020, closing a stake of 104 shares.

Plante Moran Financial Advisors first reported a position in CLMT in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 53 funds tracked by Wall St. Rank hold CLMT as of Q2 2020.

  • Plante Moran Financial Advisors reported no remaining Calumet Specialty Products position as of Q2 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 104 Calumet Specialty Products shares in Q2 2020.
  • Plante Moran Financial Advisors first reported a position in Calumet Specialty Products in Q1 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Calumet Specialty Products position peaked at $0 in Q1 2020.
  • 53 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.