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United Capital Financial Advisors’s Calumet Specialty Products CLMT Stock Holding History

United Capital 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
2015
Q4 		– Sell
-40,513
Closed -$984K – 1219
2015
Q3 		$984K Buy
+40,513
New +$1.05M 0.01% 694

Other funds holding CLMT

ACM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Stifel Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's CLMT Position: Q4 2015 in Review

United Capital Financial Advisors sold out of Calumet Specialty Products (CLMT) in Q4 2015, closing a stake of 40,513 shares — an estimated $984K sold.

United Capital Financial Advisors first reported a position in CLMT in Q3 2015 and held it in 1 quarter. The position peaked at $984K in Q3 2015. 119 funds tracked by Wall St. Rank hold CLMT as of Q4 2015.

  • United Capital Financial Advisors reported no remaining Calumet Specialty Products position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 40,513 Calumet Specialty Products shares in Q4 2015, an estimated $984K.
  • United Capital Financial Advisors first reported a position in Calumet Specialty Products in Q3 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's Calumet Specialty Products position peaked at $984K in Q3 2015.
  • 119 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.