IFP Advisors’s Schulman (A.) Inc SHLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-527
| Closed | -$23K | – | 4158 |
|
|
2018
Q2 | $23K | Buy |
527
+174
| +49% | +$7.59K | ﹤0.01% | 2397 |
|
|
2018
Q1 | $13K | Hold |
353
| – | – | ﹤0.01% | 2655 |
|
|
2017
Q4 | $13K | Buy |
353
+107
| +43% | +$3.98K | ﹤0.01% | 2692 |
|
|
2017
Q3 | $8K | Buy |
246
+114
| +86% | +$3.4K | ﹤0.01% | 3199 |
|
|
2017
Q2 | $4K | Hold |
132
| – | – | ﹤0.01% | 3573 |
|
|
2017
Q1 | $4K | Hold |
132
| – | – | ﹤0.01% | 3470 |
|
|
2016
Q4 | $4K | Buy |
132
+46
| +53% | +$1.46K | ﹤0.01% | 3458 |
|
|
2016
Q3 | $3K | Buy |
86
+79
| +1,129% | +$2.13K | ﹤0.01% | 3520 |
|
|
2016
Q2 | $0 | Buy |
+7
| New | +$179 | ﹤0.01% | 4216 |
|
|
2016
Q1 | – | Sell |
-70
| Closed | -$2K | – | 3928 |
|
|
2015
Q4 | $2K | Buy |
+70
| New | +$2.36K | ﹤0.01% | 3425 |
|
IFP Advisors's SHLM Position: Q3 2018 in Review
IFP Advisors sold out of Schulman (A.) Inc (SHLM) in Q3 2018, closing a stake of 527 shares — an estimated $23K sold.
IFP Advisors first reported a position in SHLM in Q4 2015 and held it in 10 quarters. The position peaked at $23K in Q2 2018. 0 funds tracked by Wall St. Rank hold SHLM as of Q3 2018.
- IFP Advisors reported no remaining Schulman (A.) Inc position as of Q3 2018 after selling out during the quarter.
- IFP Advisors sold 527 Schulman (A.) Inc shares in Q3 2018, an estimated $23K.
- IFP Advisors first reported a position in Schulman (A.) Inc in Q4 2015 and held it in 10 quarters.
- IFP Advisors's Schulman (A.) Inc position peaked at $23K in Q2 2018.
- 0 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q3 2018.
Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.