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Rational Advisors’s Calumet Specialty Products CLMT Stock Holding History

Rational 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
2013
Q4 		– Sell
-11,200
Closed -$306K – 871
2013
Q3 		$306K Hold
11,200
– – 0.02% 451
2013
Q2 		$407K Buy
+11,200
New +$403K 0.03% 408

Other funds holding CLMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rational Advisors's CLMT Position: Q4 2013 in Review

Rational Advisors sold out of Calumet Specialty Products (CLMT) in Q4 2013, closing a stake of 11,200 shares — an estimated $306K sold.

Rational Advisors first reported a position in CLMT in Q2 2013 and held it in 2 quarters. The position peaked at $407K in Q2 2013. 108 funds tracked by Wall St. Rank hold CLMT as of Q4 2013.

  • Rational Advisors reported no remaining Calumet Specialty Products position as of Q4 2013 after selling out during the quarter.
  • Rational Advisors sold 11,200 Calumet Specialty Products shares in Q4 2013, an estimated $306K.
  • Rational Advisors first reported a position in Calumet Specialty Products in Q2 2013 and held it in 2 quarters.
  • Rational Advisors's Calumet Specialty Products position peaked at $407K in Q2 2013.
  • 108 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.