JIR
SHLM

James Investment Research’s Schulman (A.) Inc SHLM Stock Holding History

James Investment Research’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
2015
Q4 		– Sell
-250
Closed -$8K – 506
2015
Q3 		$8K Sell
250
-59,985
-100% -$2.12M ﹤0.01% 464
2015
Q2 		$2.63M Buy
60,235
+2,475
+4% +$110K 0.06% 175
2015
Q1 		$2.78M Buy
+57,760
New +$2.28M 0.07% 176
2013
Q3 		– Sell
-930
Closed -$25K – 545
2013
Q2 		$25K Buy
+930
New +$25.6K ﹤0.01% 399

Other funds holding SHLM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

James Investment Research's SHLM Position: Q4 2015 in Review

James Investment Research sold out of Schulman (A.) Inc (SHLM) in Q4 2015, closing a stake of 250 shares — an estimated $8K sold.

James Investment Research first reported a position in SHLM in Q2 2013 and held it in 4 quarters. The position peaked at $2.78M in Q1 2015. 144 funds tracked by Wall St. Rank hold SHLM as of Q4 2015.

  • James Investment Research reported no remaining Schulman (A.) Inc position as of Q4 2015 after selling out during the quarter.
  • James Investment Research sold 250 Schulman (A.) Inc shares in Q4 2015, an estimated $8K.
  • James Investment Research first reported a position in Schulman (A.) Inc in Q2 2013 and held it in 4 quarters.
  • James Investment Research's Schulman (A.) Inc position peaked at $2.78M in Q1 2015.
  • 144 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q4 2015.

Based on James Investment Research's 13F filing for Q4 2015, filed 27 Jan 2016.