SW
SHLM

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

SVB Wealth’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
2016
Q4 		– Sell
-10,434
Closed -$304K – 525
2016
Q3 		$304K Buy
10,434
+1,535
+17% +$41.4K 0.01% 437
2016
Q2 		$217K Sell
8,899
-560
-6% -$14.3K 0.01% 476
2016
Q1 		$257K Buy
+9,459
New +$238K 0.01% 454
2015
Q2 		– Sell
-4,403
Closed -$212K – 591
2015
Q1 		$212K Buy
+4,403
New +$174K 0.01% 521

Other funds holding SHLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SVB Wealth's SHLM Position: Q4 2016 in Review

SVB Wealth sold out of Schulman (A.) Inc (SHLM) in Q4 2016, closing a stake of 10,434 shares — an estimated $304K sold.

SVB Wealth first reported a position in SHLM in Q1 2015 and held it in 4 quarters. The position peaked at $304K in Q3 2016. 178 funds tracked by Wall St. Rank hold SHLM as of Q4 2016.

  • SVB Wealth reported no remaining Schulman (A.) Inc position as of Q4 2016 after selling out during the quarter.
  • SVB Wealth sold 10,434 Schulman (A.) Inc shares in Q4 2016, an estimated $304K.
  • SVB Wealth first reported a position in Schulman (A.) Inc in Q1 2015 and held it in 4 quarters.
  • SVB Wealth's Schulman (A.) Inc position peaked at $304K in Q3 2016.
  • 178 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q4 2016.

Based on SVB Wealth's 13F filing for Q4 2016, filed 15 Feb 2017.