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Shine Investment Advisory Services’s Compass Minerals CMP Stock Holding History

Shine Investment 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
2017
Q4 		– Sell
-75
Closed -$5K – 656
2017
Q3 		$5K Hold
75
– – ﹤0.01% 603
2017
Q2 		$5K Buy
+75
New +$4.99K ﹤0.01% 598

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Vanguard Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shine Investment Advisory Services's CMP Position: Q4 2017 in Review

Shine Investment Advisory Services sold out of Compass Minerals (CMP) in Q4 2017, closing a stake of 75 shares — an estimated $5K sold.

Shine Investment Advisory Services first reported a position in CMP in Q2 2017 and held it in 2 quarters. The position peaked at $5K in Q3 2017. 355 funds tracked by Wall St. Rank hold CMP as of Q4 2017.

  • Shine Investment Advisory Services reported no remaining Compass Minerals position as of Q4 2017 after selling out during the quarter.
  • Shine Investment Advisory Services sold 75 Compass Minerals shares in Q4 2017, an estimated $5K.
  • Shine Investment Advisory Services first reported a position in Compass Minerals in Q2 2017 and held it in 2 quarters.
  • Shine Investment Advisory Services's Compass Minerals position peaked at $5K in Q3 2017.
  • 355 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2017.

Based on Shine Investment Advisory Services's 13F filing for Q4 2017, filed 25 Jan 2018.