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

Creative Planning’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
2017 Q2	–	Sell	-176	Closed	-$6K	–	5001
2017 Q1	$6K	Hold	176	–	–	﹤0.01%	3916
2016 Q4	$6K	Buy	+176	New	+$5.58K	﹤0.01%	3904
2016 Q1	–	Sell	-8	Closed	–	–	4677
2015 Q4	$0	Hold	8	–	–	﹤0.01%	4706
2015 Q3	$0	Buy	+8	New	+$282	﹤0.01%	4399
2015 Q2	–	Sell	-13	Closed	-$1K	–	3628
2015 Q1	$1K	Hold	13	–	–	﹤0.01%	4115
2014 Q4	$1K	Buy	13 +8	+160%	+$289	﹤0.01%	4054
2014 Q3	$0	Hold	5	–	–	﹤0.01%	4247
2014 Q2	$0	Hold	5	–	–	﹤0.01%	4052
2014 Q1	$0	Hold	5	–	–	﹤0.01%	3839
2013 Q4	$0	Hold	5	–	–	﹤0.01%	3556
2013 Q3	$0	Sell	5 -3	-38%	-$83	﹤0.01%	3432
2013 Q2	$0	Buy	+8	New	+$220	﹤0.01%	3152

Other funds holding SHLM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's SHLM Position: Q2 2017 in Review

Creative Planning sold out of Schulman (A.) Inc (SHLM) in Q2 2017, closing a stake of 176 shares — an estimated $6K sold.

Creative Planning first reported a position in SHLM in Q2 2013 and held it in 12 quarters. The position peaked at $6K in Q1 2017. 182 funds tracked by Wall St. Rank hold SHLM as of Q2 2017.

Creative Planning reported no remaining Schulman (A.) Inc position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 176 Schulman (A.) Inc shares in Q2 2017, an estimated $6K.
Creative Planning first reported a position in Schulman (A.) Inc in Q2 2013 and held it in 12 quarters.
Creative Planning's Schulman (A.) Inc position peaked at $6K in Q1 2017.
182 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.