IWA
SHLM

IBEX Wealth Advisors’s Schulman (A.) Inc SHLM Stock Holding History

IBEX Wealth 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
Q1 		– Sell
-150
Closed -$5K – 442
2016
Q4 		$5K Buy
+150
New +$4.75K ﹤0.01% 382

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IBEX Wealth Advisors's SHLM Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Schulman (A.) Inc (SHLM) in Q1 2017, closing a stake of 150 shares — an estimated $5K sold.

IBEX Wealth Advisors first reported a position in SHLM in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 183 funds tracked by Wall St. Rank hold SHLM as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Schulman (A.) Inc position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 150 Schulman (A.) Inc shares in Q1 2017, an estimated $5K.
  • IBEX Wealth Advisors first reported a position in Schulman (A.) Inc in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Schulman (A.) Inc position peaked at $5K in Q4 2016.
  • 183 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.