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Wealthfront’s Compass Minerals CMP Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-137
Closed -$11K – 422
2015
Q3 		$11K Buy
137
+100
+270% +$8.21K ﹤0.01% 922
2015
Q2 		$3K Sell
37
-3
-8% -$264 ﹤0.01% 1129
2015
Q1 		$4K Buy
40
+39
+3,900% +$3.56K ﹤0.01% 827
2014
Q4 		$0 Buy
+1
New +$86 ﹤0.01% 726

Other funds holding CMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthfront's CMP Position: Q4 2015 in Review

Wealthfront sold out of Compass Minerals (CMP) in Q4 2015, closing a stake of 137 shares — an estimated $11K sold.

Wealthfront first reported a position in CMP in Q4 2014 and held it in 4 quarters. The position peaked at $11K in Q3 2015. 268 funds tracked by Wall St. Rank hold CMP as of Q4 2015.

  • Wealthfront reported no remaining Compass Minerals position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 137 Compass Minerals shares in Q4 2015, an estimated $11K.
  • Wealthfront first reported a position in Compass Minerals in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Compass Minerals position peaked at $11K in Q3 2015.
  • 268 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.