J
SHLM

JWest’s Schulman (A.) Inc SHLM Stock Holding History

JWest’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 		$11.5M Buy
335,850
+1,180
+0.4% +$46.6K 10.39% 4
2014
Q2 		$13M Buy
334,670
+25,840
+8% +$930K 9.08% 3
2014
Q1 		$11.4M Buy
+308,830
New +$10.6M 8.87% 2

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

JWest's SHLM Position: Q3 2014 in Review

JWest increased its Schulman (A.) Inc (SHLM) stake by 0.35% in Q3 2014, buying an estimated $46.6K and bringing the position to 335,850 shares worth $11.5M. The position accounts for 10.39% of the portfolio, ranked #4.

JWest first reported a position in SHLM in Q1 2014 and has held it in 3 quarters since. The position peaked at $13M in Q2 2014. 166 funds tracked by Wall St. Rank hold SHLM as of Q3 2014.

  • JWest held 335,850 shares of Schulman (A.) Inc worth $11.5M as of Q3 2014.
  • JWest bought 1,180 Schulman (A.) Inc shares in Q3 2014, an estimated $46.6K.
  • Schulman (A.) Inc made up 10.39% of JWest's portfolio in Q3 2014, its #4 holding.
  • JWest first reported a position in Schulman (A.) Inc in Q1 2014 and has held it in 3 quarters since.
  • JWest's Schulman (A.) Inc position peaked at $13M in Q2 2014.
  • 166 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q3 2014.

Based on JWest's 13F filing for Q3 2014, filed 12 Nov 2014.