CIP
SHLM

Convergence Investment Partners’s Schulman (A.) Inc SHLM Stock Holding History

Convergence Investment 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
Q1 		– Sell
-24,951
Closed -$929K – 1088
2017
Q4 		$929K Buy
+24,951
New +$928K 0.12% 245
2015
Q2 		– Sell
-18,774
Closed -$905K – 444
2015
Q1 		$905K Sell
18,774
-4,986
-21% -$197K 0.13% 265
2014
Q4 		$963K Sell
23,760
-18,686
-44% -$675K 0.13% 254
2014
Q3 		$1.53M Buy
+42,446
New +$1.68M 0.21% 160

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 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
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return

Convergence Investment Partners's SHLM Position: Q1 2018 in Review

Convergence Investment Partners sold out of Schulman (A.) Inc (SHLM) in Q1 2018, closing a stake of 24,951 shares — an estimated $929K sold.

Convergence Investment Partners first reported a position in SHLM in Q3 2014 and held it in 4 quarters. The position peaked at $1.53M in Q3 2014. 177 funds tracked by Wall St. Rank hold SHLM as of Q1 2018.

  • Convergence Investment Partners reported no remaining Schulman (A.) Inc position as of Q1 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 24,951 Schulman (A.) Inc shares in Q1 2018, an estimated $929K.
  • Convergence Investment Partners first reported a position in Schulman (A.) Inc in Q3 2014 and held it in 4 quarters.
  • Convergence Investment Partners's Schulman (A.) Inc position peaked at $1.53M in Q3 2014.
  • 177 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q1 2018.

Based on Convergence Investment Partners's 13F filing for Q1 2018, filed 14 May 2018.