Spirit of America Management Corp’s Calumet Specialty Products CLMT Stock Holding History

Spirit of America Management Corp’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	-356,209	Closed	-$1.43M	–	358
2016 Q4	$1.43M	Hold	356,209	–	–	0.17%	105
2016 Q3	$1.61M	Hold	356,209	–	–	0.21%	95
2016 Q2	$1.75M	Sell	356,209 -69,484	-16%	-$394K	0.26%	83
2016 Q1	$5M	Sell	425,693 -186,591	-30%	-$2.6M	0.89%	35
2015 Q4	$12.2M	Sell	612,284 -21,300	-3%	-$526K	2.33%	6
2015 Q3	$15.4M	Buy	633,584 +10,000	+2%	+$260K	3.2%	1
2015 Q2	$15.9M	Buy	623,584 +40,000	+7%	+$1.06M	3.06%	2
2015 Q1	$14M	Buy	583,584 +202,789	+53%	+$5.13M	2.97%	2
2014 Q4	$8.53M	Buy	380,795 +205,823	+118%	+$5.36M	2.17%	4
2014 Q3	$4.8M	Buy	174,972 +88,442	+102%	+$2.67M	1.46%	8
2014 Q2	$2.75M	Buy	+86,530	New	+$2.57M	1.1%	17
2013 Q4	–	Sell	-29,300	Closed	-$800K	–	100
2013 Q3	$800K	Sell	29,300 -138,250	-83%	-$4.34M	0.29%	112
2013 Q2	$6.09M	Buy	+167,550	New	+$6.02M	2.2%	3

Other funds holding CLMT

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SPCM

Sound Point Capital Management New York $28.3M AUM 13.25% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Spirit of America Management Corp's CLMT Position: Q1 2017 in Review

Spirit of America Management Corp sold out of Calumet Specialty Products (CLMT) in Q1 2017, closing a stake of 356,209 shares — an estimated $1.43M sold.

Spirit of America Management Corp first reported a position in CLMT in Q2 2013 and held it in 13 quarters. The position peaked at $15.9M in Q2 2015. 68 funds tracked by Wall St. Rank hold CLMT as of Q1 2017.

Spirit of America Management Corp reported no remaining Calumet Specialty Products position as of Q1 2017 after selling out during the quarter.
Spirit of America Management Corp sold 356,209 Calumet Specialty Products shares in Q1 2017, an estimated $1.43M.
Spirit of America Management Corp first reported a position in Calumet Specialty Products in Q2 2013 and held it in 13 quarters.
Spirit of America Management Corp's Calumet Specialty Products position peaked at $15.9M in Q2 2015.
68 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2017.

Based on Spirit of America Management Corp's 13F filing for Q1 2017, filed 12 Apr 2017.