SFM
SHLM

Systematic Financial Management’s Schulman (A.) Inc SHLM Stock Holding History

Systematic Financial 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
2017
Q4 		– Sell
-48,545
Closed -$1.66M – 686
2017
Q3 		$1.66M Sell
48,545
-7,985
-14% -$238K 0.03% 328
2017
Q2 		$1.81M Buy
56,530
+4,065
+8% +$121K 0.03% 371
2017
Q1 		$1.65M Sell
52,465
-75
-0.1% -$2.49K 0.03% 465
2016
Q4 		$1.76M Buy
+52,540
New +$1.67M 0.03% 443
2015
Q4 		– Sell
-65,655
Closed -$2.13M – 684
2015
Q3 		$2.13M Buy
65,655
+9,545
+17% +$337K 0.02% 417
2015
Q2 		$2.45M Sell
56,110
-4,726
-8% -$211K 0.02% 501
2015
Q1 		$2.93M Sell
60,836
-290
-0.5% -$11.5K 0.02% 384
2014
Q4 		$2.48M Buy
61,126
+620
+1% +$22.4K 0.02% 393
2014
Q3 		$2.19M Buy
60,506
+7,225
+14% +$286K 0.02% 498
2014
Q2 		$2.06M Sell
53,281
-585
-1% -$21.1K 0.01% 411
2014
Q1 		$1.95M Sell
53,866
-915
-2% -$31.4K 0.01% 433
2013
Q4 		$1.93M Buy
54,781
+595
+1% +$19.6K 0.01% 470
2013
Q3 		$1.6M Buy
54,186
+5,110
+10% +$142K 0.01% 399
2013
Q2 		$1.32M Buy
+49,076
New +$1.35M 0.01% 562

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Systematic Financial Management's SHLM Position: Q4 2017 in Review

Systematic Financial Management sold out of Schulman (A.) Inc (SHLM) in Q4 2017, closing a stake of 48,545 shares — an estimated $1.66M sold.

Systematic Financial Management first reported a position in SHLM in Q2 2013 and held it in 14 quarters. The position peaked at $2.93M in Q1 2015. 189 funds tracked by Wall St. Rank hold SHLM as of Q4 2017.

  • Systematic Financial Management reported no remaining Schulman (A.) Inc position as of Q4 2017 after selling out during the quarter.
  • Systematic Financial Management sold 48,545 Schulman (A.) Inc shares in Q4 2017, an estimated $1.66M.
  • Systematic Financial Management first reported a position in Schulman (A.) Inc in Q2 2013 and held it in 14 quarters.
  • Systematic Financial Management's Schulman (A.) Inc position peaked at $2.93M in Q1 2015.
  • 189 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q4 2017.

Based on Systematic Financial Management's 13F filing for Q4 2017, filed 9 Feb 2018.