Level Four Advisory Services’s Compass Minerals CMP Stock Holding History

Level Four Advisory Services’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
2020 Q1	–	Sell	-3,767	Closed	-$229K	–	500
2019 Q4	$229K	Sell	3,767 -378	-9%	-$21.4K	0.01%	511
2019 Q3	$234K	Sell	4,145 -282	-6%	-$15.1K	0.02%	443
2019 Q2	$243K	Sell	4,427 -466	-10%	-$25.8K	0.02%	458
2019 Q1	$266K	Sell	4,893 -44	-0.9%	-$2.23K	0.03%	437
2018 Q4	$206K	Buy	4,937 +61	+1%	+$3.21K	0.03%	478
2018 Q3	$328K	Sell	4,876 -980	-17%	-$63.9K	0.04%	441
2018 Q2	$385K	Sell	5,856 -274	-4%	-$18.2K	0.03%	425
2018 Q1	$370K	Buy	6,130 +178	+3%	+$12K	0.03%	403
2017 Q4	$430K	Buy	+5,952	New	+$401K	0.03%	386

Other funds holding CMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

Level Four Advisory Services's CMP Position: Q1 2020 in Review

Level Four Advisory Services sold out of Compass Minerals (CMP) in Q1 2020, closing a stake of 3,767 shares — an estimated $229K sold.

Level Four Advisory Services first reported a position in CMP in Q4 2017 and held it in 9 quarters. The position peaked at $430K in Q4 2017. 273 funds tracked by Wall St. Rank hold CMP as of Q1 2020.

Level Four Advisory Services reported no remaining Compass Minerals position as of Q1 2020 after selling out during the quarter.
Level Four Advisory Services sold 3,767 Compass Minerals shares in Q1 2020, an estimated $229K.
Level Four Advisory Services first reported a position in Compass Minerals in Q4 2017 and held it in 9 quarters.
Level Four Advisory Services's Compass Minerals position peaked at $430K in Q4 2017.
273 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2020.

Based on Level Four Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.