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Realta Investment Advisors’s Calumet Specialty Products CLMT Stock Holding History

Realta Investment 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
Q1 		– Sell
-2,040
Closed -$7K – 484
2019
Q4 		$7K Hold
2,040
– – ﹤0.01% 1230
2019
Q3 		$8K Hold
2,040
– – ﹤0.01% 1164
2019
Q2 		$9K Buy
2,040
+1,840
+920% +$7.36K ﹤0.01% 1163
2019
Q1 		$1K Buy
+200
New +$665 ﹤0.01% 1264

Other funds holding CLMT

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
EGA
Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return

Realta Investment Advisors's CLMT Position: Q1 2020 in Review

Realta Investment Advisors sold out of Calumet Specialty Products (CLMT) in Q1 2020, closing a stake of 2,040 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in CLMT in Q1 2019 and held it in 4 quarters. The position peaked at $9K in Q2 2019. 49 funds tracked by Wall St. Rank hold CLMT as of Q1 2020.

  • Realta Investment Advisors reported no remaining Calumet Specialty Products position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 2,040 Calumet Specialty Products shares in Q1 2020, an estimated $7K.
  • Realta Investment Advisors first reported a position in Calumet Specialty Products in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Calumet Specialty Products position peaked at $9K in Q2 2019.
  • 49 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.