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OneDigital Investment Advisors’s Compass Minerals CMP Stock Holding History

OneDigital Investment 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
2018
Q2 		– Sell
-147
Closed -$9K – 1326
2018
Q1 		$9K Hold
147
– – ﹤0.01% 1051
2017
Q4 		$11K Sell
147
-833
-85% -$56.1K ﹤0.01% 951
2017
Q3 		$64K Hold
980
– – 0.02% 321
2017
Q2 		$64K Buy
+980
New +$65.2K 0.02% 409

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
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

OneDigital Investment Advisors's CMP Position: Q2 2018 in Review

OneDigital Investment Advisors sold out of Compass Minerals (CMP) in Q2 2018, closing a stake of 147 shares — an estimated $9K sold.

OneDigital Investment Advisors first reported a position in CMP in Q2 2017 and held it in 4 quarters. The position peaked at $64K in Q3 2017. 318 funds tracked by Wall St. Rank hold CMP as of Q2 2018.

  • OneDigital Investment Advisors reported no remaining Compass Minerals position as of Q2 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 147 Compass Minerals shares in Q2 2018, an estimated $9K.
  • OneDigital Investment Advisors first reported a position in Compass Minerals in Q2 2017 and held it in 4 quarters.
  • OneDigital Investment Advisors's Compass Minerals position peaked at $64K in Q3 2017.
  • 318 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2018.

Based on OneDigital Investment Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.