WFG Advisors’s Compass Minerals CMP Stock Holding History

WFG 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
2017 Q2	$52K	Hold	803	–	–	0.01%	690
2017 Q1	$54K	Buy	803 +40	+5%	+$3.05K	0.01%	641
2016 Q4	$60K	Hold	763	–	–	0.01%	676
2016 Q3	$56K	Hold	763	–	–	0.01%	678
2016 Q2	$57K	Hold	763	–	–	0.02%	655
2016 Q1	$54K	Buy	763 +81	+12%	+$5.79K	0.02%	640
2015 Q4	$51K	Hold	682	–	–	0.02%	653
2015 Q3	$53K	Buy	682 +582	+582%	+$47.8K	0.02%	623
2015 Q2	$8K	Sell	100 -12	-11%	-$1.06K	﹤0.01%	1237
2015 Q1	$10K	Sell	112 -2,200	-95%	-$201K	﹤0.01%	1194
2014 Q4	$201K	Hold	2,312	–	–	0.04%	428
2014 Q3	$195K	Buy	2,312 +12	+0.5%	+$1.08K	0.04%	456
2014 Q2	$220K	Hold	2,300	–	–	0.04%	428
2014 Q1	$190K	Buy	2,300 +400	+21%	+$33K	0.04%	444
2013 Q4	$152K	Hold	1,900	–	–	0.02%	597
2013 Q3	$145K	Buy	1,900 +1,100	+138%	+$87.3K	0.02%	582
2013 Q2	$68K	Buy	+800	New	+$67.5K	0.01%	773

Other funds holding CMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

WFG Advisors's CMP Position: Q2 2017 in Review

WFG Advisors held its Compass Minerals (CMP) position steady in Q2 2017 at 803 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #690.

WFG Advisors first reported a position in CMP in Q2 2013 and has held it in 17 quarters since. The position peaked at $220K in Q2 2014. 299 funds tracked by Wall St. Rank hold CMP as of Q2 2017.

WFG Advisors held 803 shares of Compass Minerals worth $52K as of Q2 2017.
WFG Advisors left its Compass Minerals share count unchanged in Q2 2017.
Compass Minerals made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #690 holding.
WFG Advisors first reported a position in Compass Minerals in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Compass Minerals position peaked at $220K in Q2 2014.
299 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.