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Cypress Wealth Services’s Compass Minerals CMP Stock Holding History

Cypress Wealth Services’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
2018
Q1 		– Sell
-3,271
Closed -$236K – 200
2017
Q4 		$236K Buy
+3,271
New +$220K 0.1% 176

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SCM
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Janus Henderson Group
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MIS
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DRZID
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cypress Wealth Services's CMP Position: Q1 2018 in Review

Cypress Wealth Services sold out of Compass Minerals (CMP) in Q1 2018, closing a stake of 3,271 shares — an estimated $236K sold.

Cypress Wealth Services first reported a position in CMP in Q4 2017 and held it in 1 quarter. The position peaked at $236K in Q4 2017. 319 funds tracked by Wall St. Rank hold CMP as of Q1 2018.

  • Cypress Wealth Services reported no remaining Compass Minerals position as of Q1 2018 after selling out during the quarter.
  • Cypress Wealth Services sold 3,271 Compass Minerals shares in Q1 2018, an estimated $236K.
  • Cypress Wealth Services first reported a position in Compass Minerals in Q4 2017 and held it in 1 quarter.
  • Cypress Wealth Services's Compass Minerals position peaked at $236K in Q4 2017.
  • 319 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2018.

Based on Cypress Wealth Services's 13F filing for Q1 2018, filed 1 May 2018.