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WealthPLAN Partners’s Compass Minerals CMP Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$2.57K Sell
35
-35
-50% -$2.54K ﹤0.01% 828
2016
Q2 		$2.6K Buy
+70
New +$5.3K ﹤0.01% 2184

Other funds holding CMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $37.4B AUM 35.42% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WealthPLAN Partners's CMP Position: Q3 2016 in Review

WealthPLAN Partners reduced its Compass Minerals (CMP) stake by 50% in Q3 2016, selling an estimated $2.54K and leaving 35 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

WealthPLAN Partners first reported a position in CMP in Q2 2016 and has held it in 2 quarters since. The position peaked at $2.6K in Q2 2016. 262 funds tracked by Wall St. Rank hold CMP as of Q3 2016.

  • WealthPLAN Partners held 35 shares of Compass Minerals worth $2.57K as of Q3 2016.
  • WealthPLAN Partners sold 35 Compass Minerals shares in Q3 2016, an estimated $2.54K.
  • Compass Minerals made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #828 holding.
  • WealthPLAN Partners first reported a position in Compass Minerals in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Compass Minerals position peaked at $2.6K in Q2 2016.
  • 262 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.