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Wealthspire Advisors (Maryland)’s Compass Minerals CMP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,113
Closed -$61K – 757
2019
Q1 		$61K Buy
1,113
+10
+0.9% +$506 ﹤0.01% 825
2018
Q4 		$46K Buy
1,103
+33
+3% +$1.74K ﹤0.01% 890
2018
Q3 		$72K Buy
1,070
+46
+4% +$3K 0.01% 820
2018
Q2 		$67K Sell
1,024
-186
-15% -$12.4K 0.01% 869
2018
Q1 		$73K Buy
1,210
+463
+62% +$31.1K 0.01% 831
2017
Q4 		$54K Buy
747
+244
+49% +$16.4K 0.01% 970
2017
Q3 		$33K Buy
503
+122
+32% +$8.15K ﹤0.01% 1114
2017
Q2 		$25K Buy
381
+202
+113% +$13.4K ﹤0.01% 1178
2017
Q1 		$12K Buy
179
+11
+7% +$838 ﹤0.01% 1261
2016
Q4 		$13K Buy
168
+18
+12% +$1.37K ﹤0.01% 1135
2016
Q3 		$11K Hold
150
– – ﹤0.01% 1225
2016
Q2 		$11K Hold
150
– – ﹤0.01% 1178
2016
Q1 		$11K Hold
150
– – ﹤0.01% 1157
2015
Q4 		$11K Buy
+150
New +$12.2K ﹤0.01% 1165

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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

Wealthspire Advisors (Maryland)'s CMP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Compass Minerals (CMP) in Q2 2019, closing a stake of 1,113 shares — an estimated $61K sold.

Wealthspire Advisors (Maryland) first reported a position in CMP in Q4 2015 and held it in 14 quarters. The position peaked at $73K in Q1 2018. 302 funds tracked by Wall St. Rank hold CMP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Compass Minerals position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,113 Compass Minerals shares in Q2 2019, an estimated $61K.
  • Wealthspire Advisors (Maryland) first reported a position in Compass Minerals in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Compass Minerals position peaked at $73K in Q1 2018.
  • 302 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.