Wealthspire Advisors (Maryland)’s Schulman (A.) Inc SHLM Stock Holding History

Wealthspire Advisors (Maryland)’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	-55	Closed	-$2K	–	2610
2018 Q2	$2K	Buy	55 +24	+77%	+$1.05K	﹤0.01%	2258
2018 Q1	$1K	Hold	31	–	–	﹤0.01%	2470
2017 Q4	$1K	Buy	31 +28	+933%	+$1.04K	﹤0.01%	2407
2017 Q3	$0	Buy	+3	New	+$89	﹤0.01%	2594

Wealthspire Advisors (Maryland)'s SHLM Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Schulman (A.) Inc (SHLM) in Q3 2018, closing a stake of 55 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in SHLM in Q3 2017 and held it in 4 quarters. The position peaked at $2K in Q2 2018. 0 funds tracked by Wall St. Rank hold SHLM as of Q3 2018.

Wealthspire Advisors (Maryland) reported no remaining Schulman (A.) Inc position as of Q3 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 55 Schulman (A.) Inc shares in Q3 2018, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in Schulman (A.) Inc in Q3 2017 and held it in 4 quarters.
Wealthspire Advisors (Maryland)'s Schulman (A.) Inc position peaked at $2K in Q2 2018.
0 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.