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Whittier Trust’s Compass Minerals CMP Stock Holding History

Whittier Trust’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 		– Sell
-1,800
Closed -$134K – 1187
2016
Q2 		$134K Hold
1,800
– – 0.01% 524
2016
Q1 		$128K Buy
+1,800
New +$129K 0.01% 531

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Whittier Trust's CMP Position: Q3 2016 in Review

Whittier Trust sold out of Compass Minerals (CMP) in Q3 2016, closing a stake of 1,800 shares — an estimated $134K sold.

Whittier Trust first reported a position in CMP in Q1 2016 and held it in 2 quarters. The position peaked at $134K in Q2 2016. 261 funds tracked by Wall St. Rank hold CMP as of Q3 2016.

  • Whittier Trust reported no remaining Compass Minerals position as of Q3 2016 after selling out during the quarter.
  • Whittier Trust sold 1,800 Compass Minerals shares in Q3 2016, an estimated $134K.
  • Whittier Trust first reported a position in Compass Minerals in Q1 2016 and held it in 2 quarters.
  • Whittier Trust's Compass Minerals position peaked at $134K in Q2 2016.
  • 261 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2016.

Based on Whittier Trust's 13F filing for Q3 2016, filed 10 Nov 2016.