Clear Perspective Advisors’s Compass Minerals CMP Stock Holding History

Clear Perspective 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
2019 Q3	–	Sell	-1,324	Closed	-$73K	–	156
2019 Q2	$73K	Buy	+1,324	New	+$73.2K	0.05%	159
2018 Q4	–	Sell	-5,391	Closed	-$362K	–	136
2018 Q3	$362K	Sell	5,391 -1,259	-19%	-$82.1K	0.27%	102
2018 Q2	$437K	Sell	6,650 -2,060	-24%	-$137K	0.31%	88
2018 Q1	$525K	Sell	8,710 -341	-4%	-$22.9K	0.39%	74
2017 Q4	$654K	Buy	9,051 +21	+0.2%	+$1.41K	0.5%	54
2017 Q3	$586K	Buy	9,030 +1,145	+15%	+$76.5K	0.48%	56
2017 Q2	$515K	Sell	7,885 -415	-5%	-$27.6K	0.43%	60
2017 Q1	$563K	Buy	8,300 +30	+0.4%	+$2.29K	0.37%	57
2016 Q4	$648K	Buy	+8,270	New	+$629K	0.43%	55

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

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 New York $133B AUM 72.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Clear Perspective Advisors's CMP Position: Q3 2019 in Review

Clear Perspective Advisors sold out of Compass Minerals (CMP) in Q3 2019, closing a stake of 1,324 shares — an estimated $73K sold.

Clear Perspective Advisors first reported a position in CMP in Q4 2016 and held it in 9 quarters. The position peaked at $654K in Q4 2017. 300 funds tracked by Wall St. Rank hold CMP as of Q3 2019.

Clear Perspective Advisors reported no remaining Compass Minerals position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 1,324 Compass Minerals shares in Q3 2019, an estimated $73K.
Clear Perspective Advisors first reported a position in Compass Minerals in Q4 2016 and held it in 9 quarters.
Clear Perspective Advisors's Compass Minerals position peaked at $654K in Q4 2017.
300 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.