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Valeo Financial Advisors’s Compass Minerals CMP Stock Holding History

Valeo Financial Advisors’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
-199
Closed -$9K – 1518
2018
Q3 		$9K Hold
199
– – ﹤0.01% 992
2018
Q2 		$13K Hold
199
– – ﹤0.01% 876
2018
Q1 		$12K Hold
199
– – ﹤0.01% 875
2017
Q4 		$14K Buy
+199
New +$13.4K ﹤0.01% 747

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

Valeo Financial Advisors's CMP Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Compass Minerals (CMP) in Q4 2018, closing a stake of 199 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in CMP in Q4 2017 and held it in 4 quarters. The position peaked at $14K in Q4 2017. 284 funds tracked by Wall St. Rank hold CMP as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Compass Minerals position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 199 Compass Minerals shares in Q4 2018, an estimated $9K.
  • Valeo Financial Advisors first reported a position in Compass Minerals in Q4 2017 and held it in 4 quarters.
  • Valeo Financial Advisors's Compass Minerals position peaked at $14K in Q4 2017.
  • 284 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.