CWP
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Capital Wealth Planning’s Compass Minerals CMP Stock Holding History

Capital Wealth Planning’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
2020
Q1 		– Sell
-4,105
Closed -$250K – 239
2019
Q4 		$250K Hold
4,105
– – 0.01% 167
2019
Q3 		$231K Sell
4,105
-200
-5% -$10.7K 0.01% 224
2019
Q2 		$237K Buy
+4,305
New +$238K 0.02% 210

Other funds holding CMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

Capital Wealth Planning's CMP Position: Q1 2020 in Review

Capital Wealth Planning sold out of Compass Minerals (CMP) in Q1 2020, closing a stake of 4,105 shares — an estimated $250K sold.

Capital Wealth Planning first reported a position in CMP in Q2 2019 and held it in 3 quarters. The position peaked at $250K in Q4 2019. 273 funds tracked by Wall St. Rank hold CMP as of Q1 2020.

  • Capital Wealth Planning reported no remaining Compass Minerals position as of Q1 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 4,105 Compass Minerals shares in Q1 2020, an estimated $250K.
  • Capital Wealth Planning first reported a position in Compass Minerals in Q2 2019 and held it in 3 quarters.
  • Capital Wealth Planning's Compass Minerals position peaked at $250K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2020.

Based on Capital Wealth Planning's 13F filing for Q1 2020, filed 30 Apr 2020.