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Measured Wealth Private Client Group’s Compass Minerals CMP Stock Holding History

Measured Wealth Private Client 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
2019
Q3 		– Sell
-7,730
Closed -$425K – 151
2019
Q2 		$425K Sell
7,730
-2,375
-24% -$131K 0.25% 82
2019
Q1 		$549K Buy
10,105
+4,520
+81% +$229K 0.34% 60
2018
Q4 		$233K Sell
5,585
-1,035
-16% -$54.5K 0.21% 85
2018
Q3 		$445K Buy
6,620
+1,080
+19% +$70.4K 0.27% 58
2018
Q2 		$364K Buy
+5,540
New +$369K 0.3% 71

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
SI
Standard Investments New York $1.83B AUM 4.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Measured Wealth Private Client Group's CMP Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of Compass Minerals (CMP) in Q3 2019, closing a stake of 7,730 shares — an estimated $425K sold.

Measured Wealth Private Client Group first reported a position in CMP in Q2 2018 and held it in 5 quarters. The position peaked at $549K in Q1 2019. 300 funds tracked by Wall St. Rank hold CMP as of Q3 2019.

  • Measured Wealth Private Client Group reported no remaining Compass Minerals position as of Q3 2019 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 7,730 Compass Minerals shares in Q3 2019, an estimated $425K.
  • Measured Wealth Private Client Group first reported a position in Compass Minerals in Q2 2018 and held it in 5 quarters.
  • Measured Wealth Private Client Group's Compass Minerals position peaked at $549K in Q1 2019.
  • 300 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.