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

Taylor Wealth Management Partners’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 Q1	–	Sell	-175	Closed	-$7K	–	158
2017 Q4	$7K	Hold	175	–	–	﹤0.01%	139
2017 Q3	$7K	Hold	175	–	–	﹤0.01%	144
2017 Q2	$6K	Hold	175	–	–	﹤0.01%	144
2017 Q1	$5K	Sell	175 -40	-19%	-$1.17K	﹤0.01%	144
2016 Q4	$6K	Buy	+215	New	+$5.35K	﹤0.01%	143

Other funds holding VSM

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Taylor Wealth Management Partners's VSM Position: Q1 2018 in Review

Taylor Wealth Management Partners sold out of Versum Materials, Inc. (VSM) in Q1 2018, closing a stake of 175 shares — an estimated $7K sold.

Taylor Wealth Management Partners first reported a position in VSM in Q4 2016 and held it in 5 quarters. The position peaked at $7K in Q4 2017. 412 funds tracked by Wall St. Rank hold VSM as of Q1 2018.

Taylor Wealth Management Partners reported no remaining Versum Materials, Inc. position as of Q1 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 175 Versum Materials, Inc. shares in Q1 2018, an estimated $7K.
Taylor Wealth Management Partners first reported a position in Versum Materials, Inc. in Q4 2016 and held it in 5 quarters.
Taylor Wealth Management Partners's Versum Materials, Inc. position peaked at $7K in Q4 2017.
412 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q1 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2018, filed 11 Apr 2018.