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

Principal 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
-82,845
Closed -$1.86M – 2164
2014
Q4 		$1.86M Sell
82,845
-9,585
-10% -$249K ﹤0.01% 1696
2014
Q3 		$2.54M Buy
92,430
+4,645
+5% +$140K ﹤0.01% 1596
2014
Q2 		$2.79M Buy
87,785
+17,132
+24% +$510K ﹤0.01% 1623
2014
Q1 		$1.83M Buy
70,653
+9,537
+16% +$260K ﹤0.01% 1671
2013
Q4 		$1.59M Buy
61,116
+29,645
+94% +$828K ﹤0.01% 1709
2013
Q3 		$859K Buy
31,471
+17,113
+119% +$538K ﹤0.01% 1768
2013
Q2 		$522K Buy
+14,358
New +$516K ﹤0.01% 1828

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

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

Principal Financial Group sold out of Calumet Specialty Products (CLMT) in Q1 2015, closing a stake of 82,845 shares — an estimated $1.86M sold.

Principal Financial Group first reported a position in CLMT in Q2 2013 and held it in 7 quarters. The position peaked at $2.79M in Q2 2014. 117 funds tracked by Wall St. Rank hold CLMT as of Q1 2015.

  • Principal Financial Group reported no remaining Calumet Specialty Products position as of Q1 2015 after selling out during the quarter.
  • Principal Financial Group sold 82,845 Calumet Specialty Products shares in Q1 2015, an estimated $1.86M.
  • Principal Financial Group first reported a position in Calumet Specialty Products in Q2 2013 and held it in 7 quarters.
  • Principal Financial Group's Calumet Specialty Products position peaked at $2.79M in Q2 2014.
  • 117 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2015.

Based on Principal Financial Group's 13F filing for Q1 2015, filed 12 May 2015.