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Laurel Wealth Advisors (California)’s Compass Minerals CMP Stock Holding History

Laurel Wealth Advisors (California)’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
-2,999
Closed -$201K – 365
2018
Q3 		$201K Buy
+2,999
New +$196K 0.05% 373
2018
Q1 		– Sell
-3,041
Closed -$219K – 359
2017
Q4 		$219K Sell
3,041
-400
-12% -$26.9K 0.06% 314
2017
Q3 		$223K Buy
+3,441
New +$230K 0.07% 272
2017
Q2 		– Sell
-3,041
Closed -$206K – 320
2017
Q1 		$206K Hold
3,041
– – 0.08% 255
2016
Q4 		$238K Buy
+3,041
New +$231K 0.11% 207

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

Laurel Wealth Advisors (California)'s CMP Position: Q4 2018 in Review

Laurel Wealth Advisors (California) sold out of Compass Minerals (CMP) in Q4 2018, closing a stake of 2,999 shares — an estimated $201K sold.

Laurel Wealth Advisors (California) first reported a position in CMP in Q4 2016 and held it in 5 quarters. The position peaked at $238K in Q4 2016. 284 funds tracked by Wall St. Rank hold CMP as of Q4 2018.

  • Laurel Wealth Advisors (California) reported no remaining Compass Minerals position as of Q4 2018 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 2,999 Compass Minerals shares in Q4 2018, an estimated $201K.
  • Laurel Wealth Advisors (California) first reported a position in Compass Minerals in Q4 2016 and held it in 5 quarters.
  • Laurel Wealth Advisors (California)'s Compass Minerals position peaked at $238K in Q4 2016.
  • 284 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2018, filed 13 Feb 2019.