Waverly Advisors’s Calumet Specialty Products CLMT Stock Holding History

Waverly 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	-1,701	Closed	-$41K	–	179
2015 Q3	$41K	Buy	1,701 +43	+3%	+$1.12K	0.03%	159
2015 Q2	$42K	Buy	1,658 +40	+2%	+$1.06K	0.03%	158
2015 Q1	$39K	Buy	1,618 +43	+3%	+$1.09K	0.02%	144
2014 Q4	$35K	Buy	1,575 +37	+2%	+$963	0.02%	159
2014 Q3	$42K	Buy	+1,538	New	+$46.5K	0.02%	239

Other funds holding CLMT

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Waverly Advisors's CLMT Position: Q4 2015 in Review

Waverly Advisors sold out of Calumet Specialty Products (CLMT) in Q4 2015, closing a stake of 1,701 shares — an estimated $41K sold.

Waverly Advisors first reported a position in CLMT in Q3 2014 and held it in 5 quarters. The position peaked at $42K in Q2 2015. 119 funds tracked by Wall St. Rank hold CLMT as of Q4 2015.

Waverly Advisors reported no remaining Calumet Specialty Products position as of Q4 2015 after selling out during the quarter.
Waverly Advisors sold 1,701 Calumet Specialty Products shares in Q4 2015, an estimated $41K.
Waverly Advisors first reported a position in Calumet Specialty Products in Q3 2014 and held it in 5 quarters.
Waverly Advisors's Calumet Specialty Products position peaked at $42K in Q2 2015.
119 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.