Evercore Wealth Management’s Versum Materials, Inc. VSM Stock Holding History

Evercore Wealth Management’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 Q1	–	Sell	-544	Closed	-$21K	–	881
2017 Q4	$21K	Sell	544 -13	-2%	-$507	﹤0.01%	728
2017 Q3	$22K	Sell	557 -275	-33%	-$9.84K	﹤0.01%	704
2017 Q2	$27K	Hold	832	–	–	﹤0.01%	669
2017 Q1	$26K	Sell	832 -2,558	-75%	-$74.7K	﹤0.01%	718
2016 Q4	$95K	Buy	+3,390	New	+$84.4K	﹤0.01%	505

Other funds holding VSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

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

Evercore Wealth Management's VSM Position: Q1 2018 in Review

Evercore Wealth Management sold out of Versum Materials, Inc. (VSM) in Q1 2018, closing a stake of 544 shares — an estimated $21K sold.

Evercore Wealth Management first reported a position in VSM in Q4 2016 and held it in 5 quarters. The position peaked at $95K in Q4 2016. 412 funds tracked by Wall St. Rank hold VSM as of Q1 2018.

Evercore Wealth Management reported no remaining Versum Materials, Inc. position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 544 Versum Materials, Inc. shares in Q1 2018, an estimated $21K.
Evercore Wealth Management first reported a position in Versum Materials, Inc. in Q4 2016 and held it in 5 quarters.
Evercore Wealth Management's Versum Materials, Inc. position peaked at $95K in Q4 2016.
412 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.