MCWS
VSM

McKinley Carter Wealth Services’s Versum Materials, Inc. VSM Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-69
Closed -$3K – 423
2018
Q1 		$3K Buy
+69
New +$2.63K ﹤0.01% 422

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IAM
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Barrow, Hanley, Mewhinney & Strauss
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Gates Capital Management
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
London Company of Virginia
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

McKinley Carter Wealth Services's VSM Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Versum Materials, Inc. (VSM) in Q2 2018, closing a stake of 69 shares — an estimated $3K sold.

McKinley Carter Wealth Services first reported a position in VSM in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 399 funds tracked by Wall St. Rank hold VSM as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Versum Materials, Inc. position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 69 Versum Materials, Inc. shares in Q2 2018, an estimated $3K.
  • McKinley Carter Wealth Services first reported a position in Versum Materials, Inc. in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Versum Materials, Inc. position peaked at $3K in Q1 2018.
  • 399 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.