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Gideon Capital Advisors’s Compass Minerals CMP Stock Holding History

Gideon Capital Advisors’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
-4,808
Closed -$377K – 410
2016
Q4 		$377K Buy
+4,808
New +$365K 0.24% 167

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

Gideon Capital Advisors's CMP Position: Q1 2017 in Review

Gideon Capital Advisors sold out of Compass Minerals (CMP) in Q1 2017, closing a stake of 4,808 shares — an estimated $377K sold.

Gideon Capital Advisors first reported a position in CMP in Q4 2016 and held it in 1 quarter. The position peaked at $377K in Q4 2016. 304 funds tracked by Wall St. Rank hold CMP as of Q1 2017.

  • Gideon Capital Advisors reported no remaining Compass Minerals position as of Q1 2017 after selling out during the quarter.
  • Gideon Capital Advisors sold 4,808 Compass Minerals shares in Q1 2017, an estimated $377K.
  • Gideon Capital Advisors first reported a position in Compass Minerals in Q4 2016 and held it in 1 quarter.
  • Gideon Capital Advisors's Compass Minerals position peaked at $377K in Q4 2016.
  • 304 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2017.

Based on Gideon Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.