Wellington Management Group
SHLM

Wellington Management Group’s Schulman (A.) Inc SHLM Stock Holding History

Wellington Management Group’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
Q3 		– Sell
-16,762
Closed -$536K – 2346
2017
Q2 		$536K Sell
16,762
-773
-4% -$23K ﹤0.01% 2018
2017
Q1 		$551K Buy
17,535
+2,513
+17% +$83.4K ﹤0.01% 2061
2016
Q4 		$502K Buy
+15,022
New +$476K ﹤0.01% 2006

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
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

Wellington Management Group's SHLM Position: Q3 2017 in Review

Wellington Management Group sold out of Schulman (A.) Inc (SHLM) in Q3 2017, closing a stake of 16,762 shares — an estimated $536K sold.

Wellington Management Group first reported a position in SHLM in Q4 2016 and held it in 3 quarters. The position peaked at $551K in Q1 2017. 186 funds tracked by Wall St. Rank hold SHLM as of Q3 2017.

  • Wellington Management Group reported no remaining Schulman (A.) Inc position as of Q3 2017 after selling out during the quarter.
  • Wellington Management Group sold 16,762 Schulman (A.) Inc shares in Q3 2017, an estimated $536K.
  • Wellington Management Group first reported a position in Schulman (A.) Inc in Q4 2016 and held it in 3 quarters.
  • Wellington Management Group's Schulman (A.) Inc position peaked at $551K in Q1 2017.
  • 186 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q3 2017.

Based on Wellington Management Group's 13F filing for Q3 2017, filed 13 Nov 2017.