LFA
VSM

Legacy Financial Advisors’s Versum Materials, Inc. VSM Stock Holding History

Legacy Financial Advisors’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
2019
Q1 		– Sell
-252
Closed -$7K – 1191
2018
Q4 		$7K Buy
252
+53
+27% +$1.68K ﹤0.01% 678
2018
Q3 		$7K Hold
199
– – ﹤0.01% 630
2018
Q2 		$7K Hold
199
– – ﹤0.01% 638
2018
Q1 		$7K Hold
199
– – ﹤0.01% 594
2017
Q4 		$7K Buy
+199
New +$7.76K ﹤0.01% 589

Other funds holding VSM

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Legacy Financial Advisors's VSM Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Versum Materials, Inc. (VSM) in Q1 2019, closing a stake of 252 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in VSM in Q4 2017 and held it in 5 quarters. The position peaked at $7K in Q4 2018. 423 funds tracked by Wall St. Rank hold VSM as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Versum Materials, Inc. position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 252 Versum Materials, Inc. shares in Q1 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in Versum Materials, Inc. in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Versum Materials, Inc. position peaked at $7K in Q4 2018.
  • 423 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.