MWM
VSM

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

MinichMacGregor 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
Q3 		– Sell
-4
Closed – – 604
2018
Q2 		$0 Hold
4
– – ﹤0.01% 612
2018
Q1 		$0 Hold
4
– – ﹤0.01% 578
2017
Q4 		$0 Hold
4
– – ﹤0.01% 547
2017
Q3 		$0 Hold
4
– – ﹤0.01% 541
2017
Q2 		$0 Hold
4
– – ﹤0.01% 541
2017
Q1 		$0 Hold
4
– – ﹤0.01% 527
2016
Q4 		$0 Buy
+4
New +$100 ﹤0.01% 526

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IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

MinichMacGregor Wealth Management's VSM Position: Q3 2018 in Review

MinichMacGregor Wealth Management sold out of Versum Materials, Inc. (VSM) in Q3 2018, closing a stake of 4 shares.

MinichMacGregor Wealth Management first reported a position in VSM in Q4 2016 and held it in 7 quarters. The position peaked at $0 in Q2 2018. 380 funds tracked by Wall St. Rank hold VSM as of Q3 2018.

  • MinichMacGregor Wealth Management reported no remaining Versum Materials, Inc. position as of Q3 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 4 Versum Materials, Inc. shares in Q3 2018.
  • MinichMacGregor Wealth Management first reported a position in Versum Materials, Inc. in Q4 2016 and held it in 7 quarters.
  • MinichMacGregor Wealth Management's Versum Materials, Inc. position peaked at $0 in Q2 2018.
  • 380 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q3 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2018, filed 17 Oct 2018.