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Kelman-Lazarov Inc’s Compass Minerals CMP Stock Holding History

Kelman-Lazarov Inc’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
2019
Q1 		– Sell
-8,813
Closed -$367K – 98
2018
Q4 		$367K Sell
8,813
-8,426
-49% -$444K 0.23% 73
2018
Q3 		$1.16M Sell
17,239
-6,138
-26% -$400K 0.68% 41
2018
Q2 		$1.54M Sell
23,377
-2,025
-8% -$135K 0.83% 34
2018
Q1 		$1.53M Sell
25,402
-3,267
-11% -$219K 0.82% 35
2017
Q4 		$2.07M Buy
28,669
+1,055
+4% +$71K 1.06% 28
2017
Q3 		$1.79M Buy
27,614
+6,449
+30% +$431K 0.95% 32
2017
Q2 		$1.38M Buy
21,165
+2,175
+11% +$145K 0.76% 42
2017
Q1 		$1.29M Sell
18,990
-675
-3% -$51.4K 0.83% 40
2016
Q4 		$1.54M Buy
19,665
+1,175
+6% +$89.3K 0.87% 32
2016
Q3 		$1.36M Buy
18,490
+1,025
+6% +$74.2K 0.77% 41
2016
Q2 		$1.3M Buy
17,465
+350
+2% +$26.5K 0.74% 44
2016
Q1 		$1.21M Buy
+17,115
New +$1.22M 0.71% 46

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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

Kelman-Lazarov Inc's CMP Position: Q1 2019 in Review

Kelman-Lazarov Inc sold out of Compass Minerals (CMP) in Q1 2019, closing a stake of 8,813 shares — an estimated $367K sold.

Kelman-Lazarov Inc first reported a position in CMP in Q1 2016 and held it in 12 quarters. The position peaked at $2.07M in Q4 2017. 304 funds tracked by Wall St. Rank hold CMP as of Q1 2019.

  • Kelman-Lazarov Inc reported no remaining Compass Minerals position as of Q1 2019 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 8,813 Compass Minerals shares in Q1 2019, an estimated $367K.
  • Kelman-Lazarov Inc first reported a position in Compass Minerals in Q1 2016 and held it in 12 quarters.
  • Kelman-Lazarov Inc's Compass Minerals position peaked at $2.07M in Q4 2017.
  • 304 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2019.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2019, filed 8 May 2019.