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WealthSource Partners’s Compass Minerals CMP Stock Holding History

WealthSource 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
Q2 		– Sell
-4,605
Closed -$326K – 265
2016
Q1 		$326K Buy
+4,605
New +$329K 0.13% 150

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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

WealthSource Partners's CMP Position: Q2 2016 in Review

WealthSource Partners sold out of Compass Minerals (CMP) in Q2 2016, closing a stake of 4,605 shares — an estimated $326K sold.

WealthSource Partners first reported a position in CMP in Q1 2016 and held it in 1 quarter. The position peaked at $326K in Q1 2016. 289 funds tracked by Wall St. Rank hold CMP as of Q2 2016.

  • WealthSource Partners reported no remaining Compass Minerals position as of Q2 2016 after selling out during the quarter.
  • WealthSource Partners sold 4,605 Compass Minerals shares in Q2 2016, an estimated $326K.
  • WealthSource Partners first reported a position in Compass Minerals in Q1 2016 and held it in 1 quarter.
  • WealthSource Partners's Compass Minerals position peaked at $326K in Q1 2016.
  • 289 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2016.

Based on WealthSource Partners's 13F filing for Q2 2016, filed 8 Aug 2016.