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Strategic Wealth Partners’s Compass Minerals CMP Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-137
Closed -$7 – 196
2019
Q3 		$7 Sell
137
-181
-57% -$9.71K ﹤0.01% 608
2019
Q2 		$17K Sell
318
-136
-30% -$7.52K 0.01% 381
2019
Q1 		$25K Sell
454
-47
-9% -$2.38K 0.01% 317
2018
Q4 		$22K Sell
501
-65
-11% -$3.42K 0.01% 320
2018
Q3 		$38K Sell
566
-175
-24% -$11.4K 0.02% 249
2018
Q2 		$49K Sell
741
-7,573
-91% -$504K 0.03% 260
2018
Q1 		$501K Sell
8,314
-2,089
-20% -$140K 0.26% 114
2017
Q4 		$685K Buy
+10,403
New +$700K 0.38% 96

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Strategic Wealth Partners's CMP Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Compass Minerals (CMP) in Q4 2019, closing a stake of 137 shares — an estimated $7 sold.

Strategic Wealth Partners first reported a position in CMP in Q4 2017 and held it in 8 quarters. The position peaked at $685K in Q4 2017. 293 funds tracked by Wall St. Rank hold CMP as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Compass Minerals position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 137 Compass Minerals shares in Q4 2019, an estimated $7.
  • Strategic Wealth Partners first reported a position in Compass Minerals in Q4 2017 and held it in 8 quarters.
  • Strategic Wealth Partners's Compass Minerals position peaked at $685K in Q4 2017.
  • 293 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.