LF
CMP icon

Lee Financial’s Compass Minerals CMP Stock Holding History

Lee Financial’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
-1,000
Closed -$42K – 517
2018
Q4 		$42K Buy
+1,000
New +$52.7K 0.01% 188
2017
Q4 		– Sell
-85
Closed -$6K – 474
2017
Q3 		$6K Hold
85
– – ﹤0.01% 399
2017
Q2 		$6K Hold
85
– – ﹤0.01% 383
2017
Q1 		$6K Hold
85
– – ﹤0.01% 336
2016
Q4 		$7K Buy
+85
New +$6.46K ﹤0.01% 341

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

Lee Financial's CMP Position: Q1 2019 in Review

Lee Financial sold out of Compass Minerals (CMP) in Q1 2019, closing a stake of 1,000 shares — an estimated $42K sold.

Lee Financial first reported a position in CMP in Q4 2016 and held it in 5 quarters. The position peaked at $42K in Q4 2018. 304 funds tracked by Wall St. Rank hold CMP as of Q1 2019.

  • Lee Financial reported no remaining Compass Minerals position as of Q1 2019 after selling out during the quarter.
  • Lee Financial sold 1,000 Compass Minerals shares in Q1 2019, an estimated $42K.
  • Lee Financial first reported a position in Compass Minerals in Q4 2016 and held it in 5 quarters.
  • Lee Financial's Compass Minerals position peaked at $42K in Q4 2018.
  • 304 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2019.

Based on Lee Financial's 13F filing for Q1 2019, filed 30 Apr 2019.