Avantax Planning Partners’s Versum Materials, Inc. VSM Stock Holding History

Avantax Planning Partners’s Portfolio VSM Stock Details VSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-363	Closed	-$13K	–	1404
2018 Q3	$13K	Buy	+363	New	+$13.7K	﹤0.01%	824
2018 Q2	–	Sell	-460	Closed	-$17K	–	1758
2018 Q1	$17K	Buy	+460	New	+$17.5K	﹤0.01%	855

Other funds holding VSM

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

SCM

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Avantax Planning Partners's VSM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Versum Materials, Inc. (VSM) in Q4 2018, closing a stake of 363 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in VSM in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2018. 407 funds tracked by Wall St. Rank hold VSM as of Q4 2018.

Avantax Planning Partners reported no remaining Versum Materials, Inc. position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 363 Versum Materials, Inc. shares in Q4 2018, an estimated $13K.
Avantax Planning Partners first reported a position in Versum Materials, Inc. in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Versum Materials, Inc. position peaked at $17K in Q1 2018.
407 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.