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Woodley Farra Manion Portfolio Management’s Calumet Specialty Products CLMT Stock Holding History

Woodley Farra Manion Portfolio Management’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
2020
Q3 		– Sell
-300
Closed -$1K – 144
2020
Q2 		$1K Hold
300
– – ﹤0.01% 386
2020
Q1 		$0 Hold
300
– – ﹤0.01% 419
2019
Q4 		$1K Buy
+300
New +$1.04K ﹤0.01% 379

Other funds holding CLMT

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
EGA
Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's CLMT Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Calumet Specialty Products (CLMT) in Q3 2020, closing a stake of 300 shares — an estimated $1K sold.

Woodley Farra Manion Portfolio Management first reported a position in CLMT in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 48 funds tracked by Wall St. Rank hold CLMT as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Calumet Specialty Products position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 300 Calumet Specialty Products shares in Q3 2020, an estimated $1K.
  • Woodley Farra Manion Portfolio Management first reported a position in Calumet Specialty Products in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Calumet Specialty Products position peaked at $1K in Q2 2020.
  • 48 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.