LifePlan Financial Group’s Compass Minerals CMP Stock Holding History

LifePlan Financial Group’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 Q3	$29K	Hold	490	–	–	0.01%	295
2020 Q2	$24K	Hold	490	–	–	0.01%	311
2020 Q1	$19K	Hold	490	–	–	0.01%	318
2019 Q4	$30K	Hold	490	–	–	0.01%	299
2019 Q3	$28K	Hold	490	–	–	0.01%	303
2019 Q2	$27K	Hold	490	–	–	0.01%	300
2019 Q1	$27K	Hold	490	–	–	0.01%	313
2018 Q4	$20K	Buy	+490	New	+$25.8K	0.01%	326

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

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

SCM

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LifePlan Financial Group's CMP Position: Q3 2020 in Review

LifePlan Financial Group held its Compass Minerals (CMP) position steady in Q3 2020 at 490 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #295.

LifePlan Financial Group first reported a position in CMP in Q4 2018 and has held it in 8 quarters since. The position peaked at $30K in Q4 2019. 280 funds tracked by Wall St. Rank hold CMP as of Q3 2020.

LifePlan Financial Group held 490 shares of Compass Minerals worth $29K as of Q3 2020.
LifePlan Financial Group left its Compass Minerals share count unchanged in Q3 2020.
Compass Minerals made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #295 holding.
LifePlan Financial Group first reported a position in Compass Minerals in Q4 2018 and has held it in 8 quarters since.
LifePlan Financial Group's Compass Minerals position peaked at $30K in Q4 2019.
280 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.