Bruderman Asset Management’s Compass Minerals CMP Stock Holding History

Bruderman Asset 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
2017 Q3	–	Sell	-2,240	Closed	-$146K	–	156
2017 Q2	$146K	Buy	+2,240	New	+$149K	0.04%	124
2017 Q1	–	Sell	-634	Closed	-$50K	–	158
2016 Q4	$50K	Buy	634 +474	+296%	+$36K	0.02%	196
2016 Q3	$12K	Hold	160	–	–	﹤0.01%	315
2016 Q2	$12K	Hold	160	–	–	﹤0.01%	300
2016 Q1	$11K	Hold	160	–	–	﹤0.01%	314
2015 Q4	$12K	Sell	160 -40	-20%	-$3.26K	﹤0.01%	323
2015 Q3	$16K	Hold	200	–	–	0.01%	294
2015 Q2	$16K	Hold	200	–	–	0.01%	310
2015 Q1	$19K	Buy	+200	New	+$18.3K	0.01%	296

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bruderman Asset Management's CMP Position: Q3 2017 in Review

Bruderman Asset Management sold out of Compass Minerals (CMP) in Q3 2017, closing a stake of 2,240 shares — an estimated $146K sold.

Bruderman Asset Management first reported a position in CMP in Q1 2015 and held it in 9 quarters. The position peaked at $146K in Q2 2017. 299 funds tracked by Wall St. Rank hold CMP as of Q3 2017.

Bruderman Asset Management reported no remaining Compass Minerals position as of Q3 2017 after selling out during the quarter.
Bruderman Asset Management sold 2,240 Compass Minerals shares in Q3 2017, an estimated $146K.
Bruderman Asset Management first reported a position in Compass Minerals in Q1 2015 and held it in 9 quarters.
Bruderman Asset Management's Compass Minerals position peaked at $146K in Q2 2017.
299 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2017.

Based on Bruderman Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.