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IHT Wealth Management’s Compass Minerals CMP Stock Holding History

IHT 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
2018
Q2 		– Sell
-4,842
Closed -$288K – 587
2018
Q1 		$288K Buy
4,842
+420
+9% +$28.2K 0.08% 279
2017
Q4 		$330K Buy
4,422
+4,322
+4,322% +$291K 0.09% 268
2017
Q3 		$7K Sell
100
-28
-22% -$1.87K ﹤0.01% 1023
2017
Q2 		$12 Hold
128
– – 0.01% 910
2017
Q1 		$9K Buy
128
+50
+64% +$3.81K 0.01% 869
2016
Q4 		$6K Buy
+78
New +$5.93K ﹤0.01% 878

Other funds holding CMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

IHT Wealth Management's CMP Position: Q2 2018 in Review

IHT Wealth Management sold out of Compass Minerals (CMP) in Q2 2018, closing a stake of 4,842 shares — an estimated $288K sold.

IHT Wealth Management first reported a position in CMP in Q4 2016 and held it in 6 quarters. The position peaked at $330K in Q4 2017. 318 funds tracked by Wall St. Rank hold CMP as of Q2 2018.

  • IHT Wealth Management reported no remaining Compass Minerals position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 4,842 Compass Minerals shares in Q2 2018, an estimated $288K.
  • IHT Wealth Management first reported a position in Compass Minerals in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Compass Minerals position peaked at $330K in Q4 2017.
  • 318 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.