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Wealthspire Advisors (Maryland)’s Calumet Specialty Products CLMT Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,355
Closed -$16K – 1700
2016
Q1 		$16K Hold
1,355
– – ﹤0.01% 1034
2015
Q4 		$27K Buy
+1,355
New +$33.5K 0.01% 879

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CLMT Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of Calumet Specialty Products (CLMT) in Q2 2016, closing a stake of 1,355 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in CLMT in Q4 2015 and held it in 2 quarters. The position peaked at $27K in Q4 2015. 90 funds tracked by Wall St. Rank hold CLMT as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Calumet Specialty Products position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,355 Calumet Specialty Products shares in Q2 2016, an estimated $16K.
  • Wealthspire Advisors (Maryland) first reported a position in Calumet Specialty Products in Q4 2015 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Calumet Specialty Products position peaked at $27K in Q4 2015.
  • 90 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.