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Evercore Wealth Management’s Compass Minerals CMP Stock Holding History

Evercore Wealth Management’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
-1,725
Closed -$135K – 992
2016
Q4 		$135K Buy
+1,725
New +$131K 0.01% 440

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 $34.1B AUM 20.22% 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

Evercore Wealth Management's CMP Position: Q1 2017 in Review

Evercore Wealth Management sold out of Compass Minerals (CMP) in Q1 2017, closing a stake of 1,725 shares — an estimated $135K sold.

Evercore Wealth Management first reported a position in CMP in Q4 2016 and held it in 1 quarter. The position peaked at $135K in Q4 2016. 304 funds tracked by Wall St. Rank hold CMP as of Q1 2017.

  • Evercore Wealth Management reported no remaining Compass Minerals position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 1,725 Compass Minerals shares in Q1 2017, an estimated $135K.
  • Evercore Wealth Management first reported a position in Compass Minerals in Q4 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Compass Minerals position peaked at $135K in Q4 2016.
  • 304 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.