Apriem Advisors’s Compass Minerals CMP Stock Holding History

Apriem Advisors’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
2017 Q2	–	Sell	-1	Closed	–	–	208
2017 Q1	$0	Sell	1 -403	-100%	-$30.7K	﹤0.01%	674
2016 Q4	$32K	Buy	+404	New	+$30.7K	0.01%	280
2016 Q3	–	Sell	-101	Closed	-$7K	–	598
2016 Q2	$7K	Sell	101 -99	-50%	-$7.5K	﹤0.01%	439
2016 Q1	$14K	Buy	+200	New	+$14.3K	0.01%	337

Other funds holding CMP

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Apriem Advisors's CMP Position: Q2 2017 in Review

Apriem Advisors sold out of Compass Minerals (CMP) in Q2 2017, closing a stake of 1 share.

Apriem Advisors first reported a position in CMP in Q1 2016 and held it in 4 quarters. The position peaked at $32K in Q4 2016. 299 funds tracked by Wall St. Rank hold CMP as of Q2 2017.

Apriem Advisors reported no remaining Compass Minerals position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 1 Compass Minerals share in Q2 2017.
Apriem Advisors first reported a position in Compass Minerals in Q1 2016 and held it in 4 quarters.
Apriem Advisors's Compass Minerals position peaked at $32K in Q4 2016.
299 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.