Tortoise Investment Management’s Compass Minerals CMP Stock Holding History

Tortoise Investment Management’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 Q3	–	Sell	-325	Closed	-$21K	–	556
2018 Q2	$21K	Hold	325	–	–	0.01%	324
2018 Q1	$20K	Hold	325	–	–	0.01%	321
2017 Q4	$23K	Hold	325	–	–	0.01%	309
2017 Q3	$21K	Hold	325	–	–	0.01%	297
2017 Q2	$21K	Hold	325	–	–	0.01%	286
2017 Q1	$22K	Hold	325	–	–	0.01%	265
2016 Q4	$25K	Hold	325	–	–	0.01%	251
2016 Q3	$24K	Hold	325	–	–	0.01%	239
2016 Q2	$24K	Hold	325	–	–	0.01%	245
2016 Q1	$23K	Hold	325	–	–	0.01%	241
2015 Q4	$24K	Hold	325	–	–	0.01%	253
2015 Q3	$25K	Hold	325	–	–	0.01%	239
2015 Q2	$27K	Hold	325	–	–	0.01%	246
2015 Q1	$30K	Hold	325	–	–	0.01%	236
2014 Q4	$28K	Hold	325	–	–	0.01%	254
2014 Q3	$27K	Hold	325	–	–	0.01%	250
2014 Q2	$31K	Hold	325	–	–	0.01%	246
2014 Q1	$27K	Hold	325	–	–	0.01%	221
2013 Q4	$26K	Sell	325 -175	-35%	-$13.1K	0.01%	207
2013 Q3	$38K	Hold	500	–	–	0.02%	166
2013 Q2	$42K	Buy	+500	New	+$42.2K	0.03%	154

Other funds holding CMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tortoise Investment Management's CMP Position: Q3 2018 in Review

Tortoise Investment Management sold out of Compass Minerals (CMP) in Q3 2018, closing a stake of 325 shares — an estimated $21K sold.

Tortoise Investment Management first reported a position in CMP in Q2 2013 and held it in 21 quarters. The position peaked at $42K in Q2 2013. 306 funds tracked by Wall St. Rank hold CMP as of Q3 2018.

Tortoise Investment Management reported no remaining Compass Minerals position as of Q3 2018 after selling out during the quarter.
Tortoise Investment Management sold 325 Compass Minerals shares in Q3 2018, an estimated $21K.
Tortoise Investment Management first reported a position in Compass Minerals in Q2 2013 and held it in 21 quarters.
Tortoise Investment Management's Compass Minerals position peaked at $42K in Q2 2013.
306 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2018.

Based on Tortoise Investment Management's 13F filing for Q3 2018, filed 20 Nov 2018.