CTA
CMP icon

Chesley Taft & Associates’s Compass Minerals CMP Stock Holding History

Chesley Taft & Associates’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
Q1 		– Sell
-7,860
Closed -$616K – 275
2016
Q4 		$616K Hold
7,860
– – 0.06% 201
2016
Q3 		$579K Sell
7,860
-4,535
-37% -$328K 0.06% 195
2016
Q2 		$920K Sell
12,395
-175
-1% -$13.3K 0.09% 158
2016
Q1 		$891K Sell
12,570
-240
-2% -$17.2K 0.09% 154
2015
Q4 		$964K Buy
12,810
+60
+0.5% +$4.89K 0.1% 149
2015
Q3 		$999K Buy
12,750
+1,790
+16% +$147K 0.11% 132
2015
Q2 		$900K Buy
+10,960
New +$965K 0.09% 142

Other funds holding CMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Chesley Taft & Associates's CMP Position: Q1 2017 in Review

Chesley Taft & Associates sold out of Compass Minerals (CMP) in Q1 2017, closing a stake of 7,860 shares — an estimated $616K sold.

Chesley Taft & Associates first reported a position in CMP in Q2 2015 and held it in 7 quarters. The position peaked at $999K in Q3 2015. 304 funds tracked by Wall St. Rank hold CMP as of Q1 2017.

  • Chesley Taft & Associates reported no remaining Compass Minerals position as of Q1 2017 after selling out during the quarter.
  • Chesley Taft & Associates sold 7,860 Compass Minerals shares in Q1 2017, an estimated $616K.
  • Chesley Taft & Associates first reported a position in Compass Minerals in Q2 2015 and held it in 7 quarters.
  • Chesley Taft & Associates's Compass Minerals position peaked at $999K in Q3 2015.
  • 304 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2017.

Based on Chesley Taft & Associates's 13F filing for Q1 2017, filed 10 Apr 2017.