GSC
SHLM

Ground Swell Capital’s Schulman (A.) Inc SHLM Stock Holding History

Ground Swell Capital’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
2014
Q3 		$7K Sell
200
-160
-44% -$6.32K 0.01% 1299
2014
Q2 		$14K Buy
+360
New +$13K 0.03% 582

Other funds holding SHLM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ground Swell Capital's SHLM Position: Q3 2014 in Review

Ground Swell Capital reduced its Schulman (A.) Inc (SHLM) stake by 44% in Q3 2014, selling an estimated $6.32K and leaving 200 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #1299.

Ground Swell Capital first reported a position in SHLM in Q2 2014 and has held it in 2 quarters since. The position peaked at $14K in Q2 2014. 166 funds tracked by Wall St. Rank hold SHLM as of Q3 2014.

  • Ground Swell Capital held 200 shares of Schulman (A.) Inc worth $7K as of Q3 2014.
  • Ground Swell Capital sold 160 Schulman (A.) Inc shares in Q3 2014, an estimated $6.32K.
  • Schulman (A.) Inc made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1299 holding.
  • Ground Swell Capital first reported a position in Schulman (A.) Inc in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Schulman (A.) Inc position peaked at $14K in Q2 2014.
  • 166 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.