FIM
SHLM

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

Freedom 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
2018
Q2 		– Sell
-17,621
Closed -$758K – 1205
2018
Q1 		$758K Sell
17,621
-2,178
-11% -$88.7K 0.04% 460
2017
Q4 		$738K Buy
19,799
+2,115
+12% +$78.7K 0.04% 487
2017
Q3 		$604K Buy
17,684
+481
+3% +$14.3K 0.03% 515
2017
Q2 		$550K Buy
17,203
+709
+4% +$21.1K 0.03% 528
2017
Q1 		$519K Sell
16,494
-2,935
-15% -$97.4K 0.03% 533
2016
Q4 		$650K Buy
19,429
+8,020
+70% +$254K 0.04% 399
2016
Q3 		$332K Buy
11,409
+2,170
+23% +$58.5K 0.02% 585
2016
Q2 		$226K Buy
9,239
+26
+0.3% +$665 0.02% 712
2016
Q1 		$251K Sell
9,213
-10,316
-53% -$259K 0.02% 635
2015
Q4 		$598K Sell
19,529
-11,993
-38% -$404K 0.05% 339
2015
Q3 		$1.22M Buy
31,522
+14,216
+82% +$502K 0.12% 123
2015
Q2 		$757K Buy
17,306
+1,411
+9% +$62.9K 0.08% 220
2015
Q1 		$766K Sell
15,895
-408
-3% -$16.1K 0.08% 194
2014
Q4 		$661K Buy
16,303
+1,457
+10% +$52.6K 0.09% 216
2014
Q3 		$537K Sell
14,846
-24
-0.2% -$948 0.09% 225
2014
Q2 		$575K Buy
14,870
+9,343
+169% +$336K 0.1% 198
2014
Q1 		$200K Sell
5,527
-179
-3% -$6.14K 0.04% 404
2013
Q4 		$201K Buy
+5,706
New +$188K 0.05% 396

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
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Freedom Investment Management's SHLM Position: Q2 2018 in Review

Freedom Investment Management sold out of Schulman (A.) Inc (SHLM) in Q2 2018, closing a stake of 17,621 shares — an estimated $758K sold.

Freedom Investment Management first reported a position in SHLM in Q4 2013 and held it in 18 quarters. The position peaked at $1.22M in Q3 2015. 162 funds tracked by Wall St. Rank hold SHLM as of Q2 2018.

  • Freedom Investment Management reported no remaining Schulman (A.) Inc position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 17,621 Schulman (A.) Inc shares in Q2 2018, an estimated $758K.
  • Freedom Investment Management first reported a position in Schulman (A.) Inc in Q4 2013 and held it in 18 quarters.
  • Freedom Investment Management's Schulman (A.) Inc position peaked at $1.22M in Q3 2015.
  • 162 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.