Envestnet Asset Management’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 |
-4,583
| Closed | -$203K | – | 3109 |
|
|
2018
Q2 | $203K | Buy |
4,583
+29
| +0.6% | +$1.27K | ﹤0.01% | 1658 |
|
|
2018
Q1 | $193K | Sell |
4,554
-11,478
| -72% | -$468K | ﹤0.01% | 1603 |
|
|
2017
Q4 | $597K | Buy |
16,032
+507
| +3% | +$18.9K | ﹤0.01% | 1400 |
|
|
2017
Q3 | $531K | Buy |
15,525
+841
| +6% | +$25.1K | ﹤0.01% | 1434 |
|
|
2017
Q2 | $469K | Sell |
14,684
-3,252
| -18% | -$96.7K | ﹤0.01% | 1517 |
|
|
2017
Q1 | $563K | Buy |
17,936
+319
| +2% | +$10.6K | ﹤0.01% | 1459 |
|
|
2016
Q4 | $589K | Sell |
17,617
-484
| -3% | -$15.3K | ﹤0.01% | 1425 |
|
|
2016
Q3 | $527K | Buy |
18,101
+12,274
| +211% | +$331K | ﹤0.01% | 1544 |
|
|
2016
Q2 | $142K | Buy |
5,827
+3,078
| +112% | +$78.8K | ﹤0.01% | 2282 |
|
|
2016
Q1 | $75K | Sell |
2,749
-17
| -0.6% | -$427 | ﹤0.01% | 2548 |
|
|
2015
Q4 | $85K | Buy |
+2,766
| New | +$93.2K | ﹤0.01% | 2446 |
|
|
2015
Q1 | – | Sell |
-116
| Closed | -$5K | – | 2573 |
|
|
2014
Q4 | $5K | Hold |
116
| – | – | ﹤0.01% | 2168 |
|
|
2014
Q3 | $4K | Hold |
116
| – | – | ﹤0.01% | 2386 |
|
|
2014
Q2 | $4K | Buy |
+116
| New | +$4.17K | ﹤0.01% | 2394 |
|
Envestnet Asset Management's SHLM Position: Q3 2018 in Review
Envestnet Asset Management sold out of Schulman (A.) Inc (SHLM) in Q3 2018, closing a stake of 4,583 shares — an estimated $203K sold.
Envestnet Asset Management first reported a position in SHLM in Q2 2014 and held it in 14 quarters. The position peaked at $597K in Q4 2017. 0 funds tracked by Wall St. Rank hold SHLM as of Q3 2018.
- Envestnet Asset Management reported no remaining Schulman (A.) Inc position as of Q3 2018 after selling out during the quarter.
- Envestnet Asset Management sold 4,583 Schulman (A.) Inc shares in Q3 2018, an estimated $203K.
- Envestnet Asset Management first reported a position in Schulman (A.) Inc in Q2 2014 and held it in 14 quarters.
- Envestnet Asset Management's Schulman (A.) Inc position peaked at $597K in Q4 2017.
- 0 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q3 2018.
Based on Envestnet Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.