Advisor Group’s Schulman (A.) Inc SHLM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,143
Closed -$140K 5365
2018
Q2
$140K Sell
3,143
-135
-4% -$5.89K ﹤0.01% 2248
2018
Q1
$141K Buy
3,278
+16
+0.5% +$652 ﹤0.01% 2260
2017
Q4
$121K Buy
3,262
+1,445
+80% +$53.8K ﹤0.01% 2426
2017
Q3
$62K Buy
1,817
+752
+71% +$22.4K ﹤0.01% 2781
2017
Q2
$34K Buy
1,065
+148
+16% +$4.4K ﹤0.01% 3129
2017
Q1
$28K Buy
917
+204
+29% +$6.77K ﹤0.01% 3143
2016
Q4
$24K Sell
713
-2,163
-75% -$68.6K ﹤0.01% 3120
2016
Q3
$83K Buy
2,876
+2,765
+2,491% +$74.5K ﹤0.01% 2133
2016
Q2
$2K Buy
+111
New +$2.84K ﹤0.01% 4164

Advisor Group's SHLM Position: Q3 2018 in Review

Advisor Group sold out of Schulman (A.) Inc (SHLM) in Q3 2018, closing a stake of 3,143 shares — an estimated $140K sold.

Advisor Group first reported a position in SHLM in Q2 2016 and held it in 9 quarters. The position peaked at $141K in Q1 2018. 0 funds tracked by Wall St. Rank hold SHLM as of Q3 2018.

  • Advisor Group reported no remaining Schulman (A.) Inc position as of Q3 2018 after selling out during the quarter.
  • Advisor Group sold 3,143 Schulman (A.) Inc shares in Q3 2018, an estimated $140K.
  • Advisor Group first reported a position in Schulman (A.) Inc in Q2 2016 and held it in 9 quarters.
  • Advisor Group's Schulman (A.) Inc position peaked at $141K in Q1 2018.
  • 0 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.