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Stratos Wealth Partners’s Compass Minerals CMP Stock Holding History

Stratos 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
2018
Q4 		– Sell
-1,000
Closed -$67K – 1093
2018
Q3 		$67K Buy
+1,000
New +$65.2K ﹤0.01% 1322
2018
Q2 		– Sell
-2,280
Closed -$137K – 1240
2018
Q1 		$137K Buy
2,280
+900
+65% +$60.5K 0.01% 1043
2017
Q4 		$100K Buy
+1,380
New +$92.9K ﹤0.01% 1188

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

Stratos Wealth Partners's CMP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Compass Minerals (CMP) in Q4 2018, closing a stake of 1,000 shares — an estimated $67K sold.

Stratos Wealth Partners first reported a position in CMP in Q4 2017 and held it in 3 quarters. The position peaked at $137K in Q1 2018. 284 funds tracked by Wall St. Rank hold CMP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Compass Minerals position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,000 Compass Minerals shares in Q4 2018, an estimated $67K.
  • Stratos Wealth Partners first reported a position in Compass Minerals in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Compass Minerals position peaked at $137K in Q1 2018.
  • 284 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.