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Institutional & Family Asset Management’s Compass Minerals CMP Stock Holding History

Institutional & Family Asset 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
Q4 		– Sell
-16
Closed -$1K – 831
2018
Q3 		$1K Hold
16
– – ﹤0.01% 792
2018
Q2 		$1K Buy
16
+1
+7% +$67 ﹤0.01% 783
2018
Q1 		$1K Buy
+15
New +$1.01K ﹤0.01% 771

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Institutional & Family Asset Management's CMP Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of Compass Minerals (CMP) in Q4 2018, closing a stake of 16 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in CMP in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 284 funds tracked by Wall St. Rank hold CMP as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining Compass Minerals position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 16 Compass Minerals shares in Q4 2018, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Compass Minerals in Q1 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's Compass Minerals position peaked at $1K in Q3 2018.
  • 284 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.