RJT
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Raymond James Trust’s Calumet Specialty Products CLMT Stock Holding History

Raymond James Trust’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
2017
Q1 		– Sell
-12,945
Closed -$52K – 708
2016
Q4 		$52K Hold
12,945
– – ﹤0.01% 702
2016
Q3 		$58K Buy
+12,945
New +$66.6K 0.01% 675

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Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Trust's CLMT Position: Q1 2017 in Review

Raymond James Trust sold out of Calumet Specialty Products (CLMT) in Q1 2017, closing a stake of 12,945 shares — an estimated $52K sold.

Raymond James Trust first reported a position in CLMT in Q3 2016 and held it in 2 quarters. The position peaked at $58K in Q3 2016. 68 funds tracked by Wall St. Rank hold CLMT as of Q1 2017.

  • Raymond James Trust reported no remaining Calumet Specialty Products position as of Q1 2017 after selling out during the quarter.
  • Raymond James Trust sold 12,945 Calumet Specialty Products shares in Q1 2017, an estimated $52K.
  • Raymond James Trust first reported a position in Calumet Specialty Products in Q3 2016 and held it in 2 quarters.
  • Raymond James Trust's Calumet Specialty Products position peaked at $58K in Q3 2016.
  • 68 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2017.

Based on Raymond James Trust's 13F filing for Q1 2017, filed 7 Apr 2017.