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Omnia Family Wealth’s Compass Minerals CMP Stock Holding History

Omnia 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
Q2 		– Sell
-38
Closed -$3K – 713
2017
Q1 		$3K Buy
+38
New +$2.9K ﹤0.01% 496

Other funds holding CMP

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Parnassus Investments
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Omnia Family Wealth's CMP Position: Q2 2017 in Review

Omnia Family Wealth sold out of Compass Minerals (CMP) in Q2 2017, closing a stake of 38 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in CMP in Q1 2017 and held it in 1 quarter. The position peaked at $3K in Q1 2017. 299 funds tracked by Wall St. Rank hold CMP as of Q2 2017.

  • Omnia Family Wealth reported no remaining Compass Minerals position as of Q2 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 38 Compass Minerals shares in Q2 2017, an estimated $3K.
  • Omnia Family Wealth first reported a position in Compass Minerals in Q1 2017 and held it in 1 quarter.
  • Omnia Family Wealth's Compass Minerals position peaked at $3K in Q1 2017.
  • 299 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2017.

Based on Omnia Family Wealth's 13F filing for Q2 2017, filed 10 Aug 2017.