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Northwest & Ethical Investments’s Compass Minerals CMP Stock Holding History

Northwest & Ethical Investments’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
2018
Q1 		– Sell
-42,234
Closed -$3.05M – 353
2017
Q4 		$3.05M Sell
42,234
-5,577
-12% -$375K 0.2% 155
2017
Q3 		$3.1M Buy
47,811
+2,928
+7% +$196K 0.19% 145
2017
Q2 		$2.93M Sell
44,883
-358
-0.8% -$23.8K 0.2% 147
2017
Q1 		$3.07M Buy
45,241
+5,687
+14% +$433K 0.21% 132
2016
Q4 		$3.1M Buy
39,554
+1,557
+4% +$118K 0.21% 119
2016
Q3 		$2.8M Sell
37,997
-2,573
-6% -$186K 0.2% 120
2016
Q2 		$3.01M Sell
40,570
-1,551
-4% -$117K 0.23% 110
2016
Q1 		$2.98M Sell
42,121
-4,439
-10% -$318K 0.2% 119
2015
Q4 		$3.5M Buy
46,560
+6,330
+16% +$516K 0.25% 104
2015
Q3 		$3.15M Buy
40,230
+9,802
+32% +$805K 0.24% 108
2015
Q2 		$2.5M Buy
30,428
+2,536
+9% +$223K 0.16% 143
2015
Q1 		$2.6M Buy
27,892
+3,825
+16% +$349K 0.18% 137
2014
Q4 		$2.09M Buy
24,067
+13,585
+130% +$1.17M 0.14% 148
2014
Q3 		$883K Buy
10,482
+147
+1% +$13.2K 0.06% 184
2014
Q2 		$989K Buy
10,335
+1,113
+12% +$100K 0.06% 189
2014
Q1 		$761K Buy
9,222
+1,281
+16% +$106K 0.05% 193
2013
Q4 		$636K Buy
+7,941
New +$595K 0.04% 197

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northwest & Ethical Investments's CMP Position: Q1 2018 in Review

Northwest & Ethical Investments sold out of Compass Minerals (CMP) in Q1 2018, closing a stake of 42,234 shares — an estimated $3.05M sold.

Northwest & Ethical Investments first reported a position in CMP in Q4 2013 and held it in 17 quarters. The position peaked at $3.5M in Q4 2015. 319 funds tracked by Wall St. Rank hold CMP as of Q1 2018.

  • Northwest & Ethical Investments reported no remaining Compass Minerals position as of Q1 2018 after selling out during the quarter.
  • Northwest & Ethical Investments sold 42,234 Compass Minerals shares in Q1 2018, an estimated $3.05M.
  • Northwest & Ethical Investments first reported a position in Compass Minerals in Q4 2013 and held it in 17 quarters.
  • Northwest & Ethical Investments's Compass Minerals position peaked at $3.5M in Q4 2015.
  • 319 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2018.

Based on Northwest & Ethical Investments's 13F filing for Q1 2018, filed 8 Jul 2025.