KFA
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Kays Financial Advisory’s Compass Minerals CMP Stock Holding History

Kays Financial Advisory’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
-11,939
Closed -$810K – 80
2017
Q1 		$810K Buy
11,939
+890
+8% +$67.8K 0.29% 50
2016
Q4 		$865K Buy
11,049
+1,042
+10% +$79.2K 0.34% 49
2016
Q3 		$738K Buy
10,007
+1,778
+22% +$129K 0.31% 47
2016
Q2 		$611K Buy
8,229
+1,051
+15% +$79.6K 0.28% 50
2016
Q1 		$509K Buy
7,178
+417
+6% +$29.8K 0.25% 50
2015
Q4 		$509K Buy
6,761
+648
+11% +$52.8K 0.26% 46
2015
Q3 		$479K Buy
6,113
+1,660
+37% +$136K 0.27% 45
2015
Q2 		$366K Buy
+4,453
New +$392K 0.21% 48

Other funds holding CMP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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 $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return