TrueWealth LLC’s Schulman (A.) Inc SHLM Stock Holding History

TrueWealth LLC’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 Q3	–	Sell	-11,967	Closed	-$533K	–	872
2018 Q2	$533K	Sell	11,967 -614	-5%	-$26.8K	0.25%	63
2018 Q1	$541K	Hold	12,581	–	–	0.27%	57
2017 Q4	$469K	Buy	+12,581	New	+$468K	0.22%	69

TrueWealth LLC's SHLM Position: Q3 2018 in Review

TrueWealth LLC sold out of Schulman (A.) Inc (SHLM) in Q3 2018, closing a stake of 11,967 shares — an estimated $533K sold.

TrueWealth LLC first reported a position in SHLM in Q4 2017 and held it in 3 quarters. The position peaked at $541K in Q1 2018. 0 funds tracked by Wall St. Rank hold SHLM as of Q3 2018.

TrueWealth LLC reported no remaining Schulman (A.) Inc position as of Q3 2018 after selling out during the quarter.
TrueWealth LLC sold 11,967 Schulman (A.) Inc shares in Q3 2018, an estimated $533K.
TrueWealth LLC first reported a position in Schulman (A.) Inc in Q4 2017 and held it in 3 quarters.
TrueWealth LLC's Schulman (A.) Inc position peaked at $541K in Q1 2018.
0 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q3 2018.

Based on TrueWealth LLC's 13F filing for Q3 2018, filed 16 Oct 2018.