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Dynamic Advisor Solutions’s Compass Minerals CMP Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-28,607
Closed -$1.92M – 405
2018
Q3 		$1.92M Sell
28,607
-205
-0.7% -$13.4K 0.4% 73
2018
Q2 		$1.9M Sell
28,812
-622
-2% -$41.4K 0.43% 65
2018
Q1 		$1.77M Buy
29,434
+2,469
+9% +$166K 0.46% 67
2017
Q4 		$1.95M Buy
26,965
+85
+0.3% +$5.72K 0.64% 46
2017
Q3 		$1.75M Sell
26,880
-563
-2% -$37.6K 0.69% 45
2017
Q2 		$1.79M Buy
+27,443
New +$1.83M 0.69% 42

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
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Dynamic Advisor Solutions's CMP Position: Q4 2018 in Review

Dynamic Advisor Solutions sold out of Compass Minerals (CMP) in Q4 2018, closing a stake of 28,607 shares — an estimated $1.92M sold.

Dynamic Advisor Solutions first reported a position in CMP in Q2 2017 and held it in 6 quarters. The position peaked at $1.95M in Q4 2017. 284 funds tracked by Wall St. Rank hold CMP as of Q4 2018.

  • Dynamic Advisor Solutions reported no remaining Compass Minerals position as of Q4 2018 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 28,607 Compass Minerals shares in Q4 2018, an estimated $1.92M.
  • Dynamic Advisor Solutions first reported a position in Compass Minerals in Q2 2017 and held it in 6 quarters.
  • Dynamic Advisor Solutions's Compass Minerals position peaked at $1.95M in Q4 2017.
  • 284 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2018.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2018, filed 29 Jan 2019.