Veritable’s Calumet Specialty Products CLMT Stock Holding History

Veritable’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	-6,557	Closed	-$239K	–	938
2013 Q2	$239K	Buy	+6,557	New	+$236K	0.01%	807

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

Veritable's CLMT Position: Q3 2013 in Review

Veritable sold out of Calumet Specialty Products (CLMT) in Q3 2013, closing a stake of 6,557 shares — an estimated $239K sold.

Veritable first reported a position in CLMT in Q2 2013 and held it in 1 quarter. The position peaked at $239K in Q2 2013. 114 funds tracked by Wall St. Rank hold CLMT as of Q3 2013.

Veritable reported no remaining Calumet Specialty Products position as of Q3 2013 after selling out during the quarter.
Veritable sold 6,557 Calumet Specialty Products shares in Q3 2013, an estimated $239K.
Veritable first reported a position in Calumet Specialty Products in Q2 2013 and held it in 1 quarter.
Veritable's Calumet Specialty Products position peaked at $239K in Q2 2013.
114 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2013.

Based on Veritable's 13F filing for Q3 2013, filed 13 Nov 2013.