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Golden State Wealth Management’s Compass Minerals CMP Stock Holding History

Golden State 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
2019
Q2 		– Sell
-1,000
Closed -$54K – 1074
2019
Q1 		$54K Buy
+1,000
New +$50.6K 0.02% 419

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SCM
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Invesco
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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

Golden State Wealth Management's CMP Position: Q2 2019 in Review

Golden State Wealth Management sold out of Compass Minerals (CMP) in Q2 2019, closing a stake of 1,000 shares — an estimated $54K sold.

Golden State Wealth Management first reported a position in CMP in Q1 2019 and held it in 1 quarter. The position peaked at $54K in Q1 2019. 302 funds tracked by Wall St. Rank hold CMP as of Q2 2019.

  • Golden State Wealth Management reported no remaining Compass Minerals position as of Q2 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 1,000 Compass Minerals shares in Q2 2019, an estimated $54K.
  • Golden State Wealth Management first reported a position in Compass Minerals in Q1 2019 and held it in 1 quarter.
  • Golden State Wealth Management's Compass Minerals position peaked at $54K in Q1 2019.
  • 302 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2019.

Based on Golden State Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.