USCA RIA’s Calumet Specialty Products CLMT Stock Holding History

USCA RIA’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
2013 Q3	–	Sell	-7,800	Closed	-$284K	–	250
2013 Q2	$284K	Buy	+7,800	New	+$280K	0.14%	177

Other funds holding CLMT

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

AAA

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

USCA RIA's CLMT Position: Q3 2013 in Review

USCA RIA sold out of Calumet Specialty Products (CLMT) in Q3 2013, closing a stake of 7,800 shares — an estimated $284K sold.

USCA RIA first reported a position in CLMT in Q2 2013 and held it in 1 quarter. The position peaked at $284K in Q2 2013. 114 funds tracked by Wall St. Rank hold CLMT as of Q3 2013.

USCA RIA reported no remaining Calumet Specialty Products position as of Q3 2013 after selling out during the quarter.
USCA RIA sold 7,800 Calumet Specialty Products shares in Q3 2013, an estimated $284K.
USCA RIA first reported a position in Calumet Specialty Products in Q2 2013 and held it in 1 quarter.
USCA RIA's Calumet Specialty Products position peaked at $284K in Q2 2013.
114 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2013.

Based on USCA RIA's 13F filing for Q3 2013, filed 14 Nov 2013.