WA
VSM

WFG Advisors’s Versum Materials, Inc. VSM Stock Holding History

WFG 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
2017
Q2 		$17K Buy
527
+15
+3% +$468 ﹤0.01% 997
2017
Q1 		$16K Buy
512
+217
+74% +$6.34K ﹤0.01% 953
2016
Q4 		$8K Buy
+295
New +$7.34K ﹤0.01% 1187

Other funds holding VSM

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's VSM Position: Q2 2017 in Review

WFG Advisors increased its Versum Materials, Inc. (VSM) stake by 2.9% in Q2 2017, buying an estimated $468 and bringing the position to 527 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

WFG Advisors first reported a position in VSM in Q4 2016 and has held it in 3 quarters since. 380 funds tracked by Wall St. Rank hold VSM as of Q2 2017.

  • WFG Advisors held 527 shares of Versum Materials, Inc. worth $17K as of Q2 2017.
  • WFG Advisors bought 15 Versum Materials, Inc. shares in Q2 2017, an estimated $468.
  • Versum Materials, Inc. made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #997 holding.
  • WFG Advisors first reported a position in Versum Materials, Inc. in Q4 2016 and has held it in 3 quarters since.
  • 380 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.