MFS
SHLM

MSI Financial Services’s Schulman (A.) Inc SHLM Stock Holding History

MSI Financial Services’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
Q3 		– Sell
-48
Closed -$2K – 3467
2015
Q2 		$2K Buy
+48
New +$2.14K ﹤0.01% 2822
2014
Q2 		– Sell
-9
Closed – – 2699
2014
Q1 		$0 Hold
9
– – ﹤0.01% 2695
2013
Q4 		$0 Hold
9
– – ﹤0.01% 2649
2013
Q3 		$0 Hold
9
– – ﹤0.01% 2495
2013
Q2 		$0 Buy
+9
New +$248 ﹤0.01% 2449

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MSI Financial Services's SHLM Position: Q3 2015 in Review

MSI Financial Services sold out of Schulman (A.) Inc (SHLM) in Q3 2015, closing a stake of 48 shares — an estimated $2K sold.

MSI Financial Services first reported a position in SHLM in Q2 2013 and held it in 5 quarters. The position peaked at $2K in Q2 2015. 158 funds tracked by Wall St. Rank hold SHLM as of Q3 2015.

  • MSI Financial Services reported no remaining Schulman (A.) Inc position as of Q3 2015 after selling out during the quarter.
  • MSI Financial Services sold 48 Schulman (A.) Inc shares in Q3 2015, an estimated $2K.
  • MSI Financial Services first reported a position in Schulman (A.) Inc in Q2 2013 and held it in 5 quarters.
  • MSI Financial Services's Schulman (A.) Inc position peaked at $2K in Q2 2015.
  • 158 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q3 2015.

Based on MSI Financial Services's 13F filing for Q3 2015, filed 28 Oct 2015.