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Strategic Advisors’s Compass Minerals CMP Stock Holding History

Strategic 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
2017
Q4 		– Sell
-5,094
Closed -$331K – 137
2017
Q3 		$331K Buy
5,094
+13
+0.3% +$869 0.14% 127
2017
Q2 		$332K Sell
5,081
-660
-11% -$43.9K 0.15% 118
2017
Q1 		$390K Buy
5,741
+178
+3% +$13.6K 0.18% 105
2016
Q4 		$436K Sell
5,563
-542
-9% -$41.2K 0.23% 91
2016
Q3 		$450K Buy
6,105
+49
+0.8% +$3.55K 0.25% 94
2016
Q2 		$449K Buy
6,056
+617
+11% +$46.7K 0.26% 93
2016
Q1 		$385K Buy
5,439
+1,757
+48% +$126K 0.22% 103
2015
Q4 		$277K Buy
+3,682
New +$300K 0.18% 101

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
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

Strategic Advisors's CMP Position: Q4 2017 in Review

Strategic Advisors sold out of Compass Minerals (CMP) in Q4 2017, closing a stake of 5,094 shares — an estimated $331K sold.

Strategic Advisors first reported a position in CMP in Q4 2015 and held it in 8 quarters. The position peaked at $450K in Q3 2016. 355 funds tracked by Wall St. Rank hold CMP as of Q4 2017.

  • Strategic Advisors reported no remaining Compass Minerals position as of Q4 2017 after selling out during the quarter.
  • Strategic Advisors sold 5,094 Compass Minerals shares in Q4 2017, an estimated $331K.
  • Strategic Advisors first reported a position in Compass Minerals in Q4 2015 and held it in 8 quarters.
  • Strategic Advisors's Compass Minerals position peaked at $450K in Q3 2016.
  • 355 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2017.

Based on Strategic Advisors's 13F filing for Q4 2017, filed 16 Jan 2018.