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UBS’s Compass Minerals CMP Stock Holding History

UBS’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
2013
Q4 		– Sell
-400
Closed -$31K – 10427
2013
Q3 		$31K Buy
400
+100
+33% +$7.93K ﹤0.01% 7495
2013
Q2 		$25K Buy
+300
New +$25.3K ﹤0.01% 7607

Other funds holding CMP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

UBS's CMP Position: Q3 2014 in Review

UBS increased its Compass Minerals (CMP) stake by 146% in Q3 2014, buying an estimated $3.66M and bringing the position to 68,839 shares worth $5.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

UBS first reported a position in CMP in Q2 2013 and has held it in 6 quarters since. 272 funds tracked by Wall St. Rank hold CMP as of Q3 2014.

  • UBS held 68,839 shares of Compass Minerals worth $5.8M as of Q3 2014.
  • UBS bought 40,809 Compass Minerals shares in Q3 2014, an estimated $3.66M.
  • Compass Minerals made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1883 holding.
  • UBS first reported a position in Compass Minerals in Q2 2013 and has held it in 6 quarters since.
  • 272 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.