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First Allied Advisory Services’s Compass Minerals CMP Stock Holding History

First Allied Advisory 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
Q2 		– Sell
-3,731
Closed -$225K – 1164
2018
Q1 		$225K Buy
3,731
+571
+18% +$38.4K 0.01% 990
2017
Q4 		$229K Buy
+3,160
New +$213K 0.01% 992

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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
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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

First Allied Advisory Services's CMP Position: Q2 2018 in Review

First Allied Advisory Services sold out of Compass Minerals (CMP) in Q2 2018, closing a stake of 3,731 shares — an estimated $225K sold.

First Allied Advisory Services first reported a position in CMP in Q4 2017 and held it in 2 quarters. The position peaked at $229K in Q4 2017. 318 funds tracked by Wall St. Rank hold CMP as of Q2 2018.

  • First Allied Advisory Services reported no remaining Compass Minerals position as of Q2 2018 after selling out during the quarter.
  • First Allied Advisory Services sold 3,731 Compass Minerals shares in Q2 2018, an estimated $225K.
  • First Allied Advisory Services first reported a position in Compass Minerals in Q4 2017 and held it in 2 quarters.
  • First Allied Advisory Services's Compass Minerals position peaked at $229K in Q4 2017.
  • 318 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2018.

Based on First Allied Advisory Services's 13F filing for Q2 2018, filed 8 Aug 2018.