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Summit Global Investments’s Compass Minerals CMP Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-5,000
Closed -$339K – 244
2017
Q1 		$339K Hold
5,000
– – 0.11% 214
2016
Q4 		$392K Buy
+5,000
New +$380K 0.14% 169

Other funds holding CMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Summit Global Investments's CMP Position: Q2 2017 in Review

Summit Global Investments sold out of Compass Minerals (CMP) in Q2 2017, closing a stake of 5,000 shares — an estimated $339K sold.

Summit Global Investments first reported a position in CMP in Q4 2016 and held it in 2 quarters. The position peaked at $392K in Q4 2016. 299 funds tracked by Wall St. Rank hold CMP as of Q2 2017.

  • Summit Global Investments reported no remaining Compass Minerals position as of Q2 2017 after selling out during the quarter.
  • Summit Global Investments sold 5,000 Compass Minerals shares in Q2 2017, an estimated $339K.
  • Summit Global Investments first reported a position in Compass Minerals in Q4 2016 and held it in 2 quarters.
  • Summit Global Investments's Compass Minerals position peaked at $392K in Q4 2016.
  • 299 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2017.

Based on Summit Global Investments's 13F filing for Q2 2017, filed 10 Aug 2017.