West Family Investments’s Calumet Specialty Products CLMT Stock Holding History

West Family Investments’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
2017 Q1	–	Sell	-69,547	Closed	-$278K	–	96
2016 Q4	$278K	Hold	69,547	–	–	0.05%	100
2016 Q3	$314K	Hold	69,547	–	–	0.06%	91
2016 Q2	$341K	Hold	69,547	–	–	0.06%	98
2016 Q1	$817K	Hold	69,547	–	–	0.13%	75
2015 Q4	$1.39M	Hold	69,547	–	–	0.36%	58
2015 Q3	$1.69M	Hold	69,547	–	–	0.35%	48
2015 Q2	$1.77M	Hold	69,547	–	–	0.38%	49
2015 Q1	$1.67M	Hold	69,547	–	–	0.34%	50
2014 Q4	$1.56M	Hold	69,547	–	–	0.31%	51
2014 Q3	$1.91M	Hold	69,547	–	–	0.4%	44
2014 Q2	$2.21M	Hold	69,547	–	–	0.46%	40
2014 Q1	$1.8M	Hold	69,547	–	–	0.39%	43
2013 Q4	$1.81M	Hold	69,547	–	–	0.42%	40
2013 Q3	$1.9M	Hold	69,547	–	–	0.48%	38
2013 Q2	$2.53M	Buy	+69,547	New	+$2.5M	0.67%	32

Other funds holding CLMT

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SPCM

Sound Point Capital Management New York $28.3M AUM 13.25% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

West Family Investments's CLMT Position: Q1 2017 in Review

West Family Investments sold out of Calumet Specialty Products (CLMT) in Q1 2017, closing a stake of 69,547 shares — an estimated $278K sold.

West Family Investments first reported a position in CLMT in Q2 2013 and held it in 15 quarters. The position peaked at $2.53M in Q2 2013. 68 funds tracked by Wall St. Rank hold CLMT as of Q1 2017.

West Family Investments reported no remaining Calumet Specialty Products position as of Q1 2017 after selling out during the quarter.
West Family Investments sold 69,547 Calumet Specialty Products shares in Q1 2017, an estimated $278K.
West Family Investments first reported a position in Calumet Specialty Products in Q2 2013 and held it in 15 quarters.
West Family Investments's Calumet Specialty Products position peaked at $2.53M in Q2 2013.
68 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2017.

Based on West Family Investments's 13F filing for Q1 2017, filed 3 May 2017.