SPC
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Sigma Planning Corp’s Compass Minerals CMP Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-3,635
Closed -$244K – 870
2018
Q3 		$244K Buy
3,635
+253
+7% +$16.5K 0.01% 800
2018
Q2 		$222K Buy
3,382
+3
+0.1% +$200 0.01% 781
2018
Q1 		$204K Sell
3,379
-14
-0.4% -$940 0.01% 771
2017
Q4 		$245K Buy
+3,393
New +$228K 0.02% 690

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sigma Planning Corp's CMP Position: Q4 2018 in Review

Sigma Planning Corp sold out of Compass Minerals (CMP) in Q4 2018, closing a stake of 3,635 shares — an estimated $244K sold.

Sigma Planning Corp first reported a position in CMP in Q4 2017 and held it in 4 quarters. The position peaked at $245K in Q4 2017. 284 funds tracked by Wall St. Rank hold CMP as of Q4 2018.

  • Sigma Planning Corp reported no remaining Compass Minerals position as of Q4 2018 after selling out during the quarter.
  • Sigma Planning Corp sold 3,635 Compass Minerals shares in Q4 2018, an estimated $244K.
  • Sigma Planning Corp first reported a position in Compass Minerals in Q4 2017 and held it in 4 quarters.
  • Sigma Planning Corp's Compass Minerals position peaked at $245K in Q4 2017.
  • 284 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2018.

Based on Sigma Planning Corp's 13F filing for Q4 2018, filed 31 Jan 2019.