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Independent Portfolio Consultants’s Compass Minerals CMP Stock Holding History

Independent Portfolio Consultants’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
Q2 		– Sell
-6,984
Closed -$474K – 792
2017
Q1 		$474K Sell
6,984
-5,869
-46% -$447K 0.16% 211
2016
Q4 		$1.01M Buy
12,853
+3,804
+42% +$289K 0.33% 88
2016
Q3 		$667K Buy
9,049
+295
+3% +$21.4K 0.21% 171
2016
Q2 		$649K Buy
8,754
+1,705
+24% +$129K 0.2% 168
2016
Q1 		$499K Buy
7,049
+275
+4% +$19.7K 0.14% 213
2015
Q4 		$510K Sell
6,774
-1,090
-14% -$88.9K 0.15% 192
2015
Q3 		$616K Buy
7,864
+1,140
+17% +$93.6K 0.13% 213
2015
Q2 		$552K Sell
6,724
-156
-2% -$13.7K 0.11% 238
2015
Q1 		$641K Sell
6,880
-897
-12% -$81.9K 0.13% 208
2014
Q4 		$675K Sell
7,777
-335
-4% -$28.7K 0.14% 209
2014
Q3 		$684K Buy
8,112
+70
+0.9% +$6.28K 0.18% 155
2014
Q2 		$770K Sell
8,042
-65
-0.8% -$5.86K 0.22% 124
2014
Q1 		$668K Sell
8,107
-1,020
-11% -$84.3K 0.21% 151
2013
Q4 		$731K Buy
9,127
+437
+5% +$32.7K 0.26% 119
2013
Q3 		$663K Buy
8,690
+575
+7% +$45.6K 0.27% 123
2013
Q2 		$686K Buy
+8,115
New +$685K 0.31% 85

Other funds holding CMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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 $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Independent Portfolio Consultants's CMP Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of Compass Minerals (CMP) in Q2 2017, closing a stake of 6,984 shares — an estimated $474K sold.

Independent Portfolio Consultants first reported a position in CMP in Q2 2013 and held it in 16 quarters. The position peaked at $1.01M in Q4 2016. 299 funds tracked by Wall St. Rank hold CMP as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining Compass Minerals position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 6,984 Compass Minerals shares in Q2 2017, an estimated $474K.
  • Independent Portfolio Consultants first reported a position in Compass Minerals in Q2 2013 and held it in 16 quarters.
  • Independent Portfolio Consultants's Compass Minerals position peaked at $1.01M in Q4 2016.
  • 299 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.