BRWM
SHLM

B. Riley Wealth Management’s Schulman (A.) Inc SHLM Stock Holding History

B. Riley Wealth Management’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
2015
Q3 		– Sell
-80
Closed -$3K – 920
2015
Q2 		$3K Hold
80
– – ﹤0.01% 947
2015
Q1 		$3K Hold
80
– – ﹤0.01% 948
2014
Q4 		$3K Hold
80
– – ﹤0.01% 923
2014
Q3 		$2K Hold
80
– – ﹤0.01% 1006
2014
Q2 		$3K Buy
+80
New +$2.88K ﹤0.01% 1011

Other funds holding SHLM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Management's SHLM Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Schulman (A.) Inc (SHLM) in Q3 2015, closing a stake of 80 shares — an estimated $3K sold.

B. Riley Wealth Management first reported a position in SHLM in Q2 2014 and held it in 5 quarters. The position peaked at $3K in Q2 2015. 158 funds tracked by Wall St. Rank hold SHLM as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Schulman (A.) Inc position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 80 Schulman (A.) Inc shares in Q3 2015, an estimated $3K.
  • B. Riley Wealth Management first reported a position in Schulman (A.) Inc in Q2 2014 and held it in 5 quarters.
  • B. Riley Wealth Management's Schulman (A.) Inc position peaked at $3K in Q2 2015.
  • 158 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.