Plante Moran Financial Advisors’s Compass Minerals CMP Stock Holding History

Plante Moran Financial 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
2020 Q2	–	Sell	-45	Closed	-$2K	–	766
2020 Q1	$2K	Buy	+45	New	+$2.45K	﹤0.01%	645
2019 Q4	–	Sell	-101	Closed	-$6K	–	771
2019 Q3	$6K	Hold	101	–	–	﹤0.01%	659
2019 Q2	$6K	Hold	101	–	–	﹤0.01%	615
2019 Q1	$5K	Buy	+101	New	+$5.11K	﹤0.01%	633
2015 Q1	–	Sell	-85	Closed	-$7K	–	727
2014 Q4	$7K	Hold	85	–	–	0.01%	599
2014 Q3	$7K	Hold	85	–	–	0.01%	612
2014 Q2	$8K	Hold	85	–	–	0.01%	580
2014 Q1	$7K	Hold	85	–	–	0.01%	427
2013 Q4	$7K	Hold	85	–	–	﹤0.01%	500
2013 Q3	$6K	Hold	85	–	–	﹤0.01%	459
2013 Q2	$7K	Buy	+85	New	+$7.17K	0.01%	399

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Plante Moran Financial Advisors's CMP Position: Q2 2020 in Review

Plante Moran Financial Advisors sold out of Compass Minerals (CMP) in Q2 2020, closing a stake of 45 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in CMP in Q2 2013 and held it in 11 quarters. The position peaked at $8K in Q2 2014. 279 funds tracked by Wall St. Rank hold CMP as of Q2 2020.

Plante Moran Financial Advisors reported no remaining Compass Minerals position as of Q2 2020 after selling out during the quarter.
Plante Moran Financial Advisors sold 45 Compass Minerals shares in Q2 2020, an estimated $2K.
Plante Moran Financial Advisors first reported a position in Compass Minerals in Q2 2013 and held it in 11 quarters.
Plante Moran Financial Advisors's Compass Minerals position peaked at $8K in Q2 2014.
279 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.