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Tarbox Family Office’s Compass Minerals CMP Stock Holding History

Tarbox Family Office’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
2014
Q2 		– Sell
-1,011
Closed -$83K – 475
2014
Q1 		$83K Sell
1,011
-1
-0.1% -$83 0.07% 88
2013
Q4 		$81K Buy
+1,012
New +$75.8K 0.07% 102

Other funds holding CMP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Tarbox Family Office's CMP Position: Q2 2014 in Review

Tarbox Family Office sold out of Compass Minerals (CMP) in Q2 2014, closing a stake of 1,011 shares — an estimated $83K sold.

Tarbox Family Office first reported a position in CMP in Q4 2013 and held it in 2 quarters. The position peaked at $83K in Q1 2014. 278 funds tracked by Wall St. Rank hold CMP as of Q2 2014.

  • Tarbox Family Office reported no remaining Compass Minerals position as of Q2 2014 after selling out during the quarter.
  • Tarbox Family Office sold 1,011 Compass Minerals shares in Q2 2014, an estimated $83K.
  • Tarbox Family Office first reported a position in Compass Minerals in Q4 2013 and held it in 2 quarters.
  • Tarbox Family Office's Compass Minerals position peaked at $83K in Q1 2014.
  • 278 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2014.

Based on Tarbox Family Office's 13F filing for Q2 2014, filed 11 Jul 2014.