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Loring Wolcott & Coolidge Fiduciary Advisors’s Compass Minerals CMP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017
Q3 		– Sell
-14
Closed – – 803
2017
Q2 		$0 Buy
+14
New +$932 ﹤0.01% 639

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CMP Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Compass Minerals (CMP) in Q3 2017, closing a stake of 14 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CMP in Q2 2017 and held it in 1 quarter. The position peaked at $0 in Q2 2017. 299 funds tracked by Wall St. Rank hold CMP as of Q3 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Compass Minerals position as of Q3 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 14 Compass Minerals shares in Q3 2017.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Compass Minerals in Q2 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Compass Minerals position peaked at $0 in Q2 2017.
  • 299 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.