LWA
VSM

Lenox Wealth Advisors’s Versum Materials, Inc. VSM Stock Holding History

Lenox Wealth 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
2017
Q4 		– Sell
-56
Closed -$2K – 489
2017
Q3 		$2K Buy
+56
New +$2K ﹤0.01% 175

Other funds holding VSM

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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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Lenox Wealth Advisors's VSM Position: Q4 2017 in Review

Lenox Wealth Advisors sold out of Versum Materials, Inc. (VSM) in Q4 2017, closing a stake of 56 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in VSM in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 419 funds tracked by Wall St. Rank hold VSM as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining Versum Materials, Inc. position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 56 Versum Materials, Inc. shares in Q4 2017, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Versum Materials, Inc. in Q3 2017 and held it in 1 quarter.
  • Lenox Wealth Advisors's Versum Materials, Inc. position peaked at $2K in Q3 2017.
  • 419 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q4 2017.

Based on Lenox Wealth Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.