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

Lucus 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 Q2	–	Sell	-13,204	Closed	-$415K	–	293
2017 Q1	$415K	Buy	+13,204	New	+$438K	0.38%	44

Other funds holding SHLM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lucus Advisors's SHLM Position: Q2 2017 in Review

Lucus Advisors sold out of Schulman (A.) Inc (SHLM) in Q2 2017, closing a stake of 13,204 shares — an estimated $415K sold.

Lucus Advisors first reported a position in SHLM in Q1 2017 and held it in 1 quarter. The position peaked at $415K in Q1 2017. 182 funds tracked by Wall St. Rank hold SHLM as of Q2 2017.

Lucus Advisors reported no remaining Schulman (A.) Inc position as of Q2 2017 after selling out during the quarter.
Lucus Advisors sold 13,204 Schulman (A.) Inc shares in Q2 2017, an estimated $415K.
Lucus Advisors first reported a position in Schulman (A.) Inc in Q1 2017 and held it in 1 quarter.
Lucus Advisors's Schulman (A.) Inc position peaked at $415K in Q1 2017.
182 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q2 2017.

Based on Lucus Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.