WA
SHLM

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

WFG Advisors’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
Q2 		$1K Hold
22
– – ﹤0.01% 1531
2017
Q1 		$1K Hold
22
– – ﹤0.01% 1460
2016
Q4 		$1K Hold
22
– – ﹤0.01% 1529
2016
Q3 		$1K Sell
22
-35
-61% -$943 ﹤0.01% 1539
2016
Q2 		$1K Hold
57
– – ﹤0.01% 1533
2016
Q1 		$2K Buy
57
+22
+63% +$553 ﹤0.01% 1368
2015
Q4 		$1K Buy
+35
New +$1.18K ﹤0.01% 1532

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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's SHLM Position: Q2 2017 in Review

WFG Advisors held its Schulman (A.) Inc (SHLM) position steady in Q2 2017 at 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

WFG Advisors first reported a position in SHLM in Q4 2015 and has held it in 7 quarters since. The position peaked at $2K in Q1 2016. 182 funds tracked by Wall St. Rank hold SHLM as of Q2 2017.

  • WFG Advisors held 22 shares of Schulman (A.) Inc worth $1K as of Q2 2017.
  • WFG Advisors left its Schulman (A.) Inc share count unchanged in Q2 2017.
  • Schulman (A.) Inc made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1531 holding.
  • WFG Advisors first reported a position in Schulman (A.) Inc in Q4 2015 and has held it in 7 quarters since.
  • WFG Advisors's Schulman (A.) Inc position peaked at $2K in Q1 2016.
  • 182 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.