Mosaic Family Wealth’s Compass Minerals CMP Stock Holding History

Mosaic Family Wealth’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 Q4	–	Sell	-45	Closed	-$3K	–	721
2017 Q3	$3K	Buy	+45	New	+$3.01K	﹤0.01%	784

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

OppenheimerFunds New York $80.4B AUM 15.1% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Mosaic Family Wealth's CMP Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Compass Minerals (CMP) in Q4 2017, closing a stake of 45 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in CMP in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 355 funds tracked by Wall St. Rank hold CMP as of Q4 2017.

Mosaic Family Wealth reported no remaining Compass Minerals position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 45 Compass Minerals shares in Q4 2017, an estimated $3K.
Mosaic Family Wealth first reported a position in Compass Minerals in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Compass Minerals position peaked at $3K in Q3 2017.
355 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.