First Trust Advisors
SHLM

First Trust Advisors’s Schulman (A.) Inc SHLM Stock Holding History

First Trust Advisors’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
Q4 		– Sell
-30,455
Closed -$1.04M – 2510
2017
Q3 		$1.04M Buy
30,455
+15,740
+107% +$469K ﹤0.01% 1841
2017
Q2 		$471K Buy
+14,715
New +$437K ﹤0.01% 2084
2017
Q1 		– Sell
-58,822
Closed -$1.97M – 2518
2016
Q4 		$1.97M Buy
58,822
+15,121
+35% +$479K 0.01% 1458
2016
Q3 		$1.27M Buy
43,701
+9,607
+28% +$259K ﹤0.01% 1578
2016
Q2 		$833K Buy
34,094
+20,948
+159% +$536K ﹤0.01% 1788
2016
Q1 		$358K Buy
+13,146
New +$330K ﹤0.01% 2034
2015
Q4 		– Sell
-14,476
Closed -$470K – 2345
2015
Q3 		$470K Buy
14,476
+78
+0.5% +$2.75K ﹤0.01% 1984
2015
Q2 		$629K Sell
14,398
-14,016
-49% -$624K ﹤0.01% 1925
2015
Q1 		$1.37M Sell
28,414
-2,498
-8% -$98.7K ﹤0.01% 1635
2014
Q4 		$1.25M Buy
30,912
+16,398
+113% +$592K ﹤0.01% 1659
2014
Q3 		$525K Sell
14,514
-3,395
-19% -$134K ﹤0.01% 1910
2014
Q2 		$693K Buy
17,909
+1,354
+8% +$48.7K ﹤0.01% 1812
2014
Q1 		$600K Sell
16,555
-44,303
-73% -$1.52M ﹤0.01% 1860
2013
Q4 		$2.15M Buy
60,858
+15,378
+34% +$506K 0.01% 1309
2013
Q3 		$1.34M Buy
45,480
+22,647
+99% +$629K 0.01% 1413
2013
Q2 		$612K Buy
+22,833
New +$628K ﹤0.01% 1704

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Trust Advisors's SHLM Position: Q4 2017 in Review

First Trust Advisors sold out of Schulman (A.) Inc (SHLM) in Q4 2017, closing a stake of 30,455 shares — an estimated $1.04M sold.

First Trust Advisors first reported a position in SHLM in Q2 2013 and held it in 16 quarters. The position peaked at $2.15M in Q4 2013. 189 funds tracked by Wall St. Rank hold SHLM as of Q4 2017.

  • First Trust Advisors reported no remaining Schulman (A.) Inc position as of Q4 2017 after selling out during the quarter.
  • First Trust Advisors sold 30,455 Schulman (A.) Inc shares in Q4 2017, an estimated $1.04M.
  • First Trust Advisors first reported a position in Schulman (A.) Inc in Q2 2013 and held it in 16 quarters.
  • First Trust Advisors's Schulman (A.) Inc position peaked at $2.15M in Q4 2013.
  • 189 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q4 2017.

Based on First Trust Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.