SSWM
SHLM

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

Sheets Smith 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
2014
Q4 		– Sell
-19,854
Closed -$718K – 283
2014
Q3 		$718K Buy
+19,854
New +$785K 0.2% 150

Other funds holding SHLM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $302B AUM 26.44% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 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 $860B AUM 41.15% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Sheets Smith Wealth Management's SHLM Position: Q4 2014 in Review

Sheets Smith Wealth Management sold out of Schulman (A.) Inc (SHLM) in Q4 2014, closing a stake of 19,854 shares — an estimated $718K sold.

Sheets Smith Wealth Management first reported a position in SHLM in Q3 2014 and held it in 1 quarter. The position peaked at $718K in Q3 2014. 165 funds tracked by Wall St. Rank hold SHLM as of Q4 2014.

  • Sheets Smith Wealth Management reported no remaining Schulman (A.) Inc position as of Q4 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 19,854 Schulman (A.) Inc shares in Q4 2014, an estimated $718K.
  • Sheets Smith Wealth Management first reported a position in Schulman (A.) Inc in Q3 2014 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Schulman (A.) Inc position peaked at $718K in Q3 2014.
  • 165 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q4 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2014, filed 20 Feb 2015.