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	0.27%	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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 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

Kays Financial Advisory's CMP Position: Q2 2017 in Review

Kays Financial Advisory sold out of Compass Minerals (CMP) in Q2 2017, closing a stake of 11,939 shares — an estimated $810K sold.

Kays Financial Advisory first reported a position in CMP in Q2 2015 and held it in 8 quarters. The position peaked at $865K in Q4 2016. 299 funds tracked by Wall St. Rank hold CMP as of Q2 2017.

Kays Financial Advisory reported no remaining Compass Minerals position as of Q2 2017 after selling out during the quarter.
Kays Financial Advisory sold 11,939 Compass Minerals shares in Q2 2017, an estimated $810K.
Kays Financial Advisory first reported a position in Compass Minerals in Q2 2015 and held it in 8 quarters.
Kays Financial Advisory's Compass Minerals position peaked at $865K in Q4 2016.
299 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2017.

Based on Kays Financial Advisory's 13F filing for Q2 2017, filed 1 Nov 2018.