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

Regal 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
2015 Q2	–	Sell	-1,500	Closed	-$36K	–	932
2015 Q1	$36K	Hold	1,500	–	–	0.01%	468
2014 Q4	$34K	Hold	1,500	–	–	0.01%	450
2014 Q3	$41K	Hold	1,500	–	–	0.01%	440
2014 Q2	$48K	Hold	1,500	–	–	0.02%	396
2014 Q1	$39K	Buy	+1,500	New	+$40.9K	0.02%	384

Other funds holding CLMT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

SCVF

Small Cap Value Fund Dallas, Texas $538M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TFMS

Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return

Regal Investment Advisors's CLMT Position: Q2 2015 in Review

Regal Investment Advisors sold out of Calumet Specialty Products (CLMT) in Q2 2015, closing a stake of 1,500 shares — an estimated $36K sold.

Regal Investment Advisors first reported a position in CLMT in Q1 2014 and held it in 5 quarters. The position peaked at $48K in Q2 2014. 113 funds tracked by Wall St. Rank hold CLMT as of Q2 2015.

Regal Investment Advisors reported no remaining Calumet Specialty Products position as of Q2 2015 after selling out during the quarter.
Regal Investment Advisors sold 1,500 Calumet Specialty Products shares in Q2 2015, an estimated $36K.
Regal Investment Advisors first reported a position in Calumet Specialty Products in Q1 2014 and held it in 5 quarters.
Regal Investment Advisors's Calumet Specialty Products position peaked at $48K in Q2 2014.
113 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.