Ballew Advisors’s Compass Minerals CMP Stock Holding History

Ballew 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 Q3	–	Sell	-200	Closed	-$13K	–	488
2018 Q2	$13K	Hold	200	–	–	0.01%	278
2018 Q1	$12K	Buy	+200	New	+$13.4K	0.01%	283

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ballew Advisors's CMP Position: Q3 2018 in Review

Ballew Advisors sold out of Compass Minerals (CMP) in Q3 2018, closing a stake of 200 shares — an estimated $13K sold.

Ballew Advisors first reported a position in CMP in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q2 2018. 306 funds tracked by Wall St. Rank hold CMP as of Q3 2018.

Ballew Advisors reported no remaining Compass Minerals position as of Q3 2018 after selling out during the quarter.
Ballew Advisors sold 200 Compass Minerals shares in Q3 2018, an estimated $13K.
Ballew Advisors first reported a position in Compass Minerals in Q1 2018 and held it in 2 quarters.
Ballew Advisors's Compass Minerals position peaked at $13K in Q2 2018.
306 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2018.

Based on Ballew Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.