LFA
CMP icon

Legacy Financial Advisors’s Compass Minerals CMP Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-14
Closed -$1K – 273
2019
Q1 		$1K Hold
14
– – ﹤0.01% 959
2018
Q4 		$1K Hold
14
– – ﹤0.01% 888
2018
Q3 		$0 Hold
14
– – ﹤0.01% 894
2018
Q2 		$1K Hold
14
– – ﹤0.01% 857
2018
Q1 		$0 Sell
14
-18
-56% -$1.21K ﹤0.01% 829
2017
Q4 		$2K Buy
+32
New +$2.15K ﹤0.01% 734

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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

Legacy Financial Advisors's CMP Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Compass Minerals (CMP) in Q2 2019, closing a stake of 14 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in CMP in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q4 2017. 302 funds tracked by Wall St. Rank hold CMP as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Compass Minerals position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 14 Compass Minerals shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Compass Minerals in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Compass Minerals position peaked at $2K in Q4 2017.
  • 302 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.