HWA
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Heritage Way Advisors’s Compass Minerals CMP Stock Holding History

Heritage Way 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
-20,135
Closed -$1.58M – 58
2016
Q4 		$1.58M Buy
+20,135
New +$1.53M 1.55% 35

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

Heritage Way Advisors's CMP Position: Q1 2017 in Review

Heritage Way Advisors sold out of Compass Minerals (CMP) in Q1 2017, closing a stake of 20,135 shares — an estimated $1.58M sold.

Heritage Way Advisors first reported a position in CMP in Q4 2016 and held it in 1 quarter. The position peaked at $1.58M in Q4 2016. 304 funds tracked by Wall St. Rank hold CMP as of Q1 2017.

  • Heritage Way Advisors reported no remaining Compass Minerals position as of Q1 2017 after selling out during the quarter.
  • Heritage Way Advisors sold 20,135 Compass Minerals shares in Q1 2017, an estimated $1.58M.
  • Heritage Way Advisors first reported a position in Compass Minerals in Q4 2016 and held it in 1 quarter.
  • Heritage Way Advisors's Compass Minerals position peaked at $1.58M in Q4 2016.
  • 304 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2017.

Based on Heritage Way Advisors's 13F filing for Q1 2017, filed 17 Apr 2017.