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WealthPLAN Partners’s Calumet Specialty Products CLMT Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-2,622
Closed -$6.43K – 970
2016
Q2 		$6.43K Buy
+2,622
New +$14.9K ﹤0.01% 1890

Other funds holding CLMT

RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return
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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

WealthPLAN Partners's CLMT Position: Q3 2016 in Review

WealthPLAN Partners sold out of Calumet Specialty Products (CLMT) in Q3 2016, closing a stake of 2,622 shares — an estimated $6.43K sold.

WealthPLAN Partners first reported a position in CLMT in Q2 2016 and held it in 1 quarter. The position peaked at $6.43K in Q2 2016. 93 funds tracked by Wall St. Rank hold CLMT as of Q3 2016.

  • WealthPLAN Partners reported no remaining Calumet Specialty Products position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 2,622 Calumet Specialty Products shares in Q3 2016, an estimated $6.43K.
  • WealthPLAN Partners first reported a position in Calumet Specialty Products in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Calumet Specialty Products position peaked at $6.43K in Q2 2016.
  • 93 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.