Independent Portfolio Consultants’s Schulman (A.) Inc SHLM Stock Holding History

Independent Portfolio Consultants’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 Q2	$736K	Sell	22,999 -2,796	-11%	-$83.1K	0.31%	103
2017 Q1	$811K	Buy	25,795 +655	+3%	+$21.7K	0.28%	118
2016 Q4	$841K	Sell	25,140 -395	-2%	-$12.5K	0.28%	117
2016 Q3	$744K	Sell	25,535 -395	-2%	-$10.6K	0.23%	149
2016 Q2	$633K	Buy	25,930 +9,975	+63%	+$255K	0.2%	178
2016 Q1	$434K	Buy	+15,955	New	+$401K	0.12%	234

Other funds holding SHLM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Portfolio Consultants's SHLM Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Schulman (A.) Inc (SHLM) stake by 11% in Q2 2017, selling an estimated $83.1K and leaving 22,999 shares worth $736K. The position accounts for 0.31% of the portfolio, ranked #103.

Independent Portfolio Consultants first reported a position in SHLM in Q1 2016 and has held it in 6 quarters since. The position peaked at $841K in Q4 2016. 182 funds tracked by Wall St. Rank hold SHLM as of Q2 2017.

Independent Portfolio Consultants held 22,999 shares of Schulman (A.) Inc worth $736K as of Q2 2017.
Independent Portfolio Consultants sold 2,796 Schulman (A.) Inc shares in Q2 2017, an estimated $83.1K.
Schulman (A.) Inc made up 0.31% of Independent Portfolio Consultants's portfolio in Q2 2017, its #103 holding.
Independent Portfolio Consultants first reported a position in Schulman (A.) Inc in Q1 2016 and has held it in 6 quarters since.
Independent Portfolio Consultants's Schulman (A.) Inc position peaked at $841K in Q4 2016.
182 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.