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IBM Retirement Fund’s Compass Minerals CMP Stock Holding History

IBM Retirement Fund’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
-2,675
Closed -$210K – 428
2016
Q4 		$210K Sell
2,675
-484
-15% -$36.8K 0.01% 881
2016
Q3 		$233K Sell
3,159
-243
-7% -$17.6K 0.01% 904
2016
Q2 		$252K Buy
3,402
+32
+0.9% +$2.42K 0.01% 910
2016
Q1 		$239K Sell
3,370
-4,408
-57% -$315K 0.01% 901
2015
Q4 		$585K Buy
+7,778
New +$634K 0.01% 948
2015
Q3 		– Sell
-7,814
Closed -$642K – 948
2015
Q2 		$642K Sell
7,814
-135
-2% -$11.9K 0.01% 924
2015
Q1 		$741K Sell
7,949
-10
-0.1% -$913 0.01% 866
2014
Q4 		$691K Buy
7,959
+757
+11% +$64.9K 0.01% 886
2014
Q3 		$607K Sell
7,202
-942
-12% -$84.5K 0.01% 888
2014
Q2 		$786K Sell
8,144
-46
-0.6% -$4.15K 0.02% 865
2014
Q1 		$683K Sell
8,190
-4,703
-36% -$389K 0.01% 884
2013
Q4 		$1.03M Sell
12,893
-745
-5% -$55.8K 0.01% 890
2013
Q3 		$1.04M Sell
13,638
-1,779
-12% -$141K 0.01% 882
2013
Q2 		$1.3M Buy
+15,417
New +$1.3M 0.02% 838

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

IBM Retirement Fund's CMP Position: Q1 2017 in Review

IBM Retirement Fund sold out of Compass Minerals (CMP) in Q1 2017, closing a stake of 2,675 shares — an estimated $210K sold.

IBM Retirement Fund first reported a position in CMP in Q2 2013 and held it in 14 quarters. The position peaked at $1.3M in Q2 2013. 304 funds tracked by Wall St. Rank hold CMP as of Q1 2017.

  • IBM Retirement Fund reported no remaining Compass Minerals position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 2,675 Compass Minerals shares in Q1 2017, an estimated $210K.
  • IBM Retirement Fund first reported a position in Compass Minerals in Q2 2013 and held it in 14 quarters.
  • IBM Retirement Fund's Compass Minerals position peaked at $1.3M in Q2 2013.
  • 304 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.