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

Mascoma 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 Q4	–	Sell	-22	Closed	-$1K	–	409
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	391
2018 Q2	$1K	Sell	22 -100	-82%	-$3.81K	﹤0.01%	389
2018 Q1	$5K	Sell	122 -12	-9%	-$457	﹤0.01%	314
2017 Q4	$5K	Hold	134	–	–	﹤0.01%	306
2017 Q3	$5K	Hold	134	–	–	﹤0.01%	329
2017 Q2	$4K	Hold	134	–	–	﹤0.01%	344
2017 Q1	$4K	Hold	134	–	–	﹤0.01%	312
2016 Q4	$4K	Buy	+134	New	+$3.34K	﹤0.01%	316

Other funds holding VSM

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

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

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

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

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Mascoma Wealth Management's VSM Position: Q4 2018 in Review

Mascoma Wealth Management sold out of Versum Materials, Inc. (VSM) in Q4 2018, closing a stake of 22 shares — an estimated $1K sold.

Mascoma Wealth Management first reported a position in VSM in Q4 2016 and held it in 8 quarters. The position peaked at $5K in Q1 2018. 407 funds tracked by Wall St. Rank hold VSM as of Q4 2018.

Mascoma Wealth Management reported no remaining Versum Materials, Inc. position as of Q4 2018 after selling out during the quarter.
Mascoma Wealth Management sold 22 Versum Materials, Inc. shares in Q4 2018, an estimated $1K.
Mascoma Wealth Management first reported a position in Versum Materials, Inc. in Q4 2016 and held it in 8 quarters.
Mascoma Wealth Management's Versum Materials, Inc. position peaked at $5K in Q1 2018.
407 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q4 2018.

Based on Mascoma Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.