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WFG Advisors’s Calumet Specialty Products CLMT Stock Holding History

WFG 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
2016
Q2 		– Sell
-7,748
Closed -$91K – 1581
2016
Q1 		$91K Buy
+7,748
New +$108K 0.03% 495
2015
Q1 		– Sell
-1,250
Closed -$28K – 1805
2014
Q4 		$28K Hold
1,250
– – 0.01% 1107
2014
Q3 		$34K Hold
1,250
– – 0.01% 1052
2014
Q2 		$40K Sell
1,250
-32,193
-96% -$958K 0.01% 996
2014
Q1 		$864K Sell
33,443
-655
-2% -$17.9K 0.17% 141
2013
Q4 		$887K Buy
34,098
+4,434
+15% +$124K 0.13% 190
2013
Q3 		$810K Buy
29,664
+3,635
+14% +$114K 0.13% 192
2013
Q2 		$947K Buy
+26,029
New +$936K 0.16% 160

Other funds holding CLMT

RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

WFG Advisors's CLMT Position: Q2 2016 in Review

WFG Advisors sold out of Calumet Specialty Products (CLMT) in Q2 2016, closing a stake of 7,748 shares — an estimated $91K sold.

WFG Advisors first reported a position in CLMT in Q2 2013 and held it in 8 quarters. The position peaked at $947K in Q2 2013. 90 funds tracked by Wall St. Rank hold CLMT as of Q2 2016.

  • WFG Advisors reported no remaining Calumet Specialty Products position as of Q2 2016 after selling out during the quarter.
  • WFG Advisors sold 7,748 Calumet Specialty Products shares in Q2 2016, an estimated $91K.
  • WFG Advisors first reported a position in Calumet Specialty Products in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's Calumet Specialty Products position peaked at $947K in Q2 2013.
  • 90 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.