Gary Goldberg Planning Services’s Compass Minerals CMP Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$17K	Sell	200 -100	-33%	-$8.58K	0.01%	309
2014 Q3	$25K	Hold	300	–	–	0.01%	296
2014 Q2	$29K	Hold	300	–	–	0.01%	272
2014 Q1	$25K	Hold	300	–	–	0.01%	265
2013 Q4	$24K	Hold	300	–	–	0.01%	245
2013 Q3	$23K	Hold	300	–	–	0.01%	244
2013 Q2	$25K	Buy	+300	New	+$25.3K	0.02%	231

Other funds holding CMP

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gary Goldberg Planning Services's CMP Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Compass Minerals (CMP) stake by 33% in Q4 2014, selling an estimated $8.58K and leaving 200 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #309.

Gary Goldberg Planning Services first reported a position in CMP in Q2 2013 and has held it in 7 quarters since. The position peaked at $29K in Q2 2014. 289 funds tracked by Wall St. Rank hold CMP as of Q4 2014.

Gary Goldberg Planning Services held 200 shares of Compass Minerals worth $17K as of Q4 2014.
Gary Goldberg Planning Services sold 100 Compass Minerals shares in Q4 2014, an estimated $8.58K.
Compass Minerals made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #309 holding.
Gary Goldberg Planning Services first reported a position in Compass Minerals in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Compass Minerals position peaked at $29K in Q2 2014.
289 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.