APP
SHLM

Avantax Planning Partners’s Schulman (A.) Inc SHLM Stock Holding History

Avantax Planning Partners’s Portfolio SHLM Stock Details SHLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-421
Closed -$18K – 1827
2018
Q1 		$18K Buy
+421
New +$17.2K ﹤0.01% 827

Other funds holding SHLM

BlackRock
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
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Planning Partners's SHLM Position: Q2 2018 in Review

Avantax Planning Partners sold out of Schulman (A.) Inc (SHLM) in Q2 2018, closing a stake of 421 shares — an estimated $18K sold.

Avantax Planning Partners first reported a position in SHLM in Q1 2018 and held it in 1 quarter. The position peaked at $18K in Q1 2018. 162 funds tracked by Wall St. Rank hold SHLM as of Q2 2018.

  • Avantax Planning Partners reported no remaining Schulman (A.) Inc position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 421 Schulman (A.) Inc shares in Q2 2018, an estimated $18K.
  • Avantax Planning Partners first reported a position in Schulman (A.) Inc in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Schulman (A.) Inc position peaked at $18K in Q1 2018.
  • 162 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.