MYIA
VSM

Mount Yale Investment Advisors’s Versum Materials, Inc. VSM Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-2,729
Closed -$97K – 915
2018
Q3 		$97K Sell
2,729
-495
-15% -$18.6K 0.02% 455
2018
Q2 		$120K Buy
3,224
+228
+8% +$8.7K 0.02% 404
2018
Q1 		$113K Buy
+2,996
New +$114K 0.02% 420

Other funds holding VSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mount Yale Investment Advisors's VSM Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Versum Materials, Inc. (VSM) in Q4 2018, closing a stake of 2,729 shares — an estimated $97K sold.

Mount Yale Investment Advisors first reported a position in VSM in Q1 2018 and held it in 3 quarters. The position peaked at $120K in Q2 2018. 407 funds tracked by Wall St. Rank hold VSM as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Versum Materials, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,729 Versum Materials, Inc. shares in Q4 2018, an estimated $97K.
  • Mount Yale Investment Advisors first reported a position in Versum Materials, Inc. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Versum Materials, Inc. position peaked at $120K in Q2 2018.
  • 407 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.