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Baystate Wealth Management’s Compass Minerals CMP Stock Holding History

Baystate 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
2019
Q3 		– Sell
-61
Closed -$3K – 586
2019
Q2 		$3K Buy
+61
New +$3.37K ﹤0.01% 462

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SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Baystate Wealth Management's CMP Position: Q3 2019 in Review

Baystate Wealth Management sold out of Compass Minerals (CMP) in Q3 2019, closing a stake of 61 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in CMP in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 300 funds tracked by Wall St. Rank hold CMP as of Q3 2019.

  • Baystate Wealth Management reported no remaining Compass Minerals position as of Q3 2019 after selling out during the quarter.
  • Baystate Wealth Management sold 61 Compass Minerals shares in Q3 2019, an estimated $3K.
  • Baystate Wealth Management first reported a position in Compass Minerals in Q2 2019 and held it in 1 quarter.
  • Baystate Wealth Management's Compass Minerals position peaked at $3K in Q2 2019.
  • 300 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2019.

Based on Baystate Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.