SWM
SHLM

SeaCrest Wealth Management’s Schulman (A.) Inc SHLM Stock Holding History

SeaCrest Wealth Management’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
2018
Q2 		– Sell
-400
Closed -$17K – 2351
2018
Q1 		$17K Sell
400
-1,300
-76% -$53K ﹤0.01% 1399
2017
Q4 		$63K Buy
+1,700
New +$63.2K 0.01% 875

Other funds holding SHLM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SeaCrest Wealth Management's SHLM Position: Q2 2018 in Review

SeaCrest Wealth Management sold out of Schulman (A.) Inc (SHLM) in Q2 2018, closing a stake of 400 shares — an estimated $17K sold.

SeaCrest Wealth Management first reported a position in SHLM in Q4 2017 and held it in 2 quarters. The position peaked at $63K in Q4 2017. 162 funds tracked by Wall St. Rank hold SHLM as of Q2 2018.

  • SeaCrest Wealth Management reported no remaining Schulman (A.) Inc position as of Q2 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 400 Schulman (A.) Inc shares in Q2 2018, an estimated $17K.
  • SeaCrest Wealth Management first reported a position in Schulman (A.) Inc in Q4 2017 and held it in 2 quarters.
  • SeaCrest Wealth Management's Schulman (A.) Inc position peaked at $63K in Q4 2017.
  • 162 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q2 2018.

Based on SeaCrest Wealth Management's 13F filing for Q2 2018, filed 3 Aug 2018.