AWA
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ARS Wealth Advisors’s Compass Minerals CMP Stock Holding History

ARS Wealth 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
2018
Q1 		– Sell
-20,594
Closed -$1.49M – 118
2017
Q4 		$1.49M Sell
20,594
-3,380
-14% -$227K 0.55% 32
2017
Q3 		$1.56M Buy
23,974
+1,619
+7% +$108K 0.6% 31
2017
Q2 		$1.46M Buy
22,355
+6,366
+40% +$424K 0.59% 31
2017
Q1 		$1.08M Sell
15,989
-640
-4% -$48.8K 0.46% 33
2016
Q4 		$1.3M Buy
16,629
+6,465
+64% +$491K 0.58% 27
2016
Q3 		$749K Buy
10,164
+5,746
+130% +$416K 0.32% 36
2016
Q2 		$328K Buy
+4,418
New +$335K 0.14% 61

Other funds holding CMP

BlackRock
BlackRock New York $5.7T 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