EIM
SHLM

Essex Investment Management’s Schulman (A.) Inc SHLM Stock Holding History

Essex Investment 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
Q1 		– Sell
-30,490
Closed -$1.24M – 359
2014
Q4 		$1.24M Sell
30,490
-3,638
-11% -$131K 0.18% 126
2014
Q3 		$1.23M Sell
34,128
-1,839
-5% -$72.7K 0.19% 133
2014
Q2 		$1.39M Sell
35,967
-5,977
-14% -$215K 0.21% 138
2014
Q1 		$1.52M Buy
+41,944
New +$1.44M 0.22% 141

Other funds holding SHLM

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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 16.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Essex Investment Management's SHLM Position: Q1 2015 in Review

Essex Investment Management sold out of Schulman (A.) Inc (SHLM) in Q1 2015, closing a stake of 30,490 shares — an estimated $1.24M sold.

Essex Investment Management first reported a position in SHLM in Q1 2014 and held it in 4 quarters. The position peaked at $1.52M in Q1 2014. 159 funds tracked by Wall St. Rank hold SHLM as of Q1 2015.

  • Essex Investment Management reported no remaining Schulman (A.) Inc position as of Q1 2015 after selling out during the quarter.
  • Essex Investment Management sold 30,490 Schulman (A.) Inc shares in Q1 2015, an estimated $1.24M.
  • Essex Investment Management first reported a position in Schulman (A.) Inc in Q1 2014 and held it in 4 quarters.
  • Essex Investment Management's Schulman (A.) Inc position peaked at $1.52M in Q1 2014.
  • 159 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q1 2015.

Based on Essex Investment Management's 13F filing for Q1 2015, filed 6 May 2015.