Creative Planning
VSM

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

Creative Planning’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
2017
Q4 		– Sell
-6,569
Closed -$255K – 2045
2017
Q3 		$255K Buy
6,569
+1,982
+43% +$70.9K ﹤0.01% 1439
2017
Q2 		$149K Buy
4,587
+666
+17% +$20.8K ﹤0.01% 1703
2017
Q1 		$120K Sell
3,921
-945
-19% -$27.6K ﹤0.01% 1841
2016
Q4 		$137K Buy
+4,866
New +$121K ﹤0.01% 1650

Other funds holding VSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Gates Capital Management
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Creative Planning's VSM Position: Q4 2017 in Review

Creative Planning sold out of Versum Materials, Inc. (VSM) in Q4 2017, closing a stake of 6,569 shares — an estimated $255K sold.

Creative Planning first reported a position in VSM in Q4 2016 and held it in 4 quarters. The position peaked at $255K in Q3 2017. 419 funds tracked by Wall St. Rank hold VSM as of Q4 2017.

  • Creative Planning reported no remaining Versum Materials, Inc. position as of Q4 2017 after selling out during the quarter.
  • Creative Planning sold 6,569 Versum Materials, Inc. shares in Q4 2017, an estimated $255K.
  • Creative Planning first reported a position in Versum Materials, Inc. in Q4 2016 and held it in 4 quarters.
  • Creative Planning's Versum Materials, Inc. position peaked at $255K in Q3 2017.
  • 419 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q4 2017.

Based on Creative Planning's 13F filing for Q4 2017, filed 17 Jan 2018.