AE Wealth Management’s Compass Minerals CMP Stock Holding History

AE Wealth Management’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 Q4	–	Sell	-5,703	Closed	-$383K	–	501
2018 Q3	$383K	Buy	+5,703	New	+$372K	0.02%	388

Other funds holding CMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AE Wealth Management's CMP Position: Q4 2018 in Review

AE Wealth Management sold out of Compass Minerals (CMP) in Q4 2018, closing a stake of 5,703 shares — an estimated $383K sold.

AE Wealth Management first reported a position in CMP in Q3 2018 and held it in 1 quarter. The position peaked at $383K in Q3 2018. 284 funds tracked by Wall St. Rank hold CMP as of Q4 2018.

AE Wealth Management reported no remaining Compass Minerals position as of Q4 2018 after selling out during the quarter.
AE Wealth Management sold 5,703 Compass Minerals shares in Q4 2018, an estimated $383K.
AE Wealth Management first reported a position in Compass Minerals in Q3 2018 and held it in 1 quarter.
AE Wealth Management's Compass Minerals position peaked at $383K in Q3 2018.
284 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2018.

Based on AE Wealth Management's 13F filing for Q4 2018, filed 15 Feb 2019.