PAS
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Partnervest Advisory Services’s Compass Minerals CMP Stock Holding History

Partnervest Advisory Services’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
2013
Q3 		– Sell
-176
Closed -$15K – 1018
2013
Q2 		$15K Buy
+176
New +$14.8K 0.01% 494

Other funds holding CMP

RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Partnervest Advisory Services's CMP Position: Q3 2013 in Review

Partnervest Advisory Services sold out of Compass Minerals (CMP) in Q3 2013, closing a stake of 176 shares — an estimated $15K sold.

Partnervest Advisory Services first reported a position in CMP in Q2 2013 and held it in 1 quarter. The position peaked at $15K in Q2 2013. 228 funds tracked by Wall St. Rank hold CMP as of Q3 2013.

  • Partnervest Advisory Services reported no remaining Compass Minerals position as of Q3 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 176 Compass Minerals shares in Q3 2013, an estimated $15K.
  • Partnervest Advisory Services first reported a position in Compass Minerals in Q2 2013 and held it in 1 quarter.
  • Partnervest Advisory Services's Compass Minerals position peaked at $15K in Q2 2013.
  • 228 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2013.

Based on Partnervest Advisory Services's 13F filing for Q3 2013, filed 5 Nov 2013.