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Avantax Planning Partners’s Compass Minerals CMP Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-542
Closed -$33K – 463
2018
Q1 		$33K Buy
+542
New +$36.4K ﹤0.01% 614

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O
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DRZID
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MIS
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PP
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Janus Henderson Group
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Avantax Planning Partners's CMP Position: Q2 2018 in Review

Avantax Planning Partners sold out of Compass Minerals (CMP) in Q2 2018, closing a stake of 542 shares — an estimated $33K sold.

Avantax Planning Partners first reported a position in CMP in Q1 2018 and held it in 1 quarter. The position peaked at $33K in Q1 2018. 318 funds tracked by Wall St. Rank hold CMP as of Q2 2018.

  • Avantax Planning Partners reported no remaining Compass Minerals position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 542 Compass Minerals shares in Q2 2018, an estimated $33K.
  • Avantax Planning Partners first reported a position in Compass Minerals in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Compass Minerals position peaked at $33K in Q1 2018.
  • 318 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.