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Reilly Financial Advisors’s Calumet Specialty Products CLMT Stock Holding History

Reilly Financial 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
2016
Q3 		– Sell
-300
Closed -$1K – 842
2016
Q2 		$1K Hold
300
– – ﹤0.01% 755
2016
Q1 		$4K Hold
300
– – ﹤0.01% 954
2015
Q4 		$6K Buy
+300
New +$7.41K ﹤0.01% 891
2015
Q2 		– Sell
-100
Closed -$2K – 1366
2015
Q1 		$2K Buy
+100
New +$2.53K ﹤0.01% 1164

Other funds holding CLMT

RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Reilly Financial Advisors's CLMT Position: Q3 2016 in Review

Reilly Financial Advisors sold out of Calumet Specialty Products (CLMT) in Q3 2016, closing a stake of 300 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in CLMT in Q1 2015 and held it in 4 quarters. The position peaked at $6K in Q4 2015. 93 funds tracked by Wall St. Rank hold CLMT as of Q3 2016.

  • Reilly Financial Advisors reported no remaining Calumet Specialty Products position as of Q3 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 300 Calumet Specialty Products shares in Q3 2016, an estimated $1K.
  • Reilly Financial Advisors first reported a position in Calumet Specialty Products in Q1 2015 and held it in 4 quarters.
  • Reilly Financial Advisors's Calumet Specialty Products position peaked at $6K in Q4 2015.
  • 93 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2016.

Based on Reilly Financial Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.