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Access Financial Services’s Compass Minerals CMP Stock Holding History

Access Financial Services’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-19,093
Closed -$1.38M – 66
2017
Q4 		$1.38M Buy
19,093
+400
+2% +$26.9K 0.95% 33
2017
Q3 		$1.21M Sell
18,693
-259
-1% -$17.3K 0.93% 34
2017
Q2 		$1.24M Buy
18,952
+531
+3% +$35.3K 1.01% 31
2017
Q1 		$1.25M Buy
18,421
+3,825
+26% +$291K 1.05% 28
2016
Q4 		$1.14M Buy
+14,596
New +$1.11M 1.04% 23

Other funds holding CMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Access Financial Services's CMP Position: Q1 2018 in Review

Access Financial Services sold out of Compass Minerals (CMP) in Q1 2018, closing a stake of 19,093 shares — an estimated $1.38M sold.

Access Financial Services first reported a position in CMP in Q4 2016 and held it in 5 quarters. The position peaked at $1.38M in Q4 2017. 319 funds tracked by Wall St. Rank hold CMP as of Q1 2018.

  • Access Financial Services reported no remaining Compass Minerals position as of Q1 2018 after selling out during the quarter.
  • Access Financial Services sold 19,093 Compass Minerals shares in Q1 2018, an estimated $1.38M.
  • Access Financial Services first reported a position in Compass Minerals in Q4 2016 and held it in 5 quarters.
  • Access Financial Services's Compass Minerals position peaked at $1.38M in Q4 2017.
  • 319 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2018.

Based on Access Financial Services's 13F filing for Q1 2018, filed 27 Apr 2018.