WJA
SHLM

Williams Jones & Associates’s Schulman (A.) Inc SHLM Stock Holding History

Williams Jones & Associates’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
-9,400
Closed -$321K – 455
2017
Q3 		$321K Buy
+9,400
New +$280K 0.01% 339

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CCA
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Dimensional Fund Advisors
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Northern Trust
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KCM
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Norges Bank
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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
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Williams Jones & Associates's SHLM Position: Q4 2017 in Review

Williams Jones & Associates sold out of Schulman (A.) Inc (SHLM) in Q4 2017, closing a stake of 9,400 shares — an estimated $321K sold.

Williams Jones & Associates first reported a position in SHLM in Q3 2017 and held it in 1 quarter. The position peaked at $321K in Q3 2017. 189 funds tracked by Wall St. Rank hold SHLM as of Q4 2017.

  • Williams Jones & Associates reported no remaining Schulman (A.) Inc position as of Q4 2017 after selling out during the quarter.
  • Williams Jones & Associates sold 9,400 Schulman (A.) Inc shares in Q4 2017, an estimated $321K.
  • Williams Jones & Associates first reported a position in Schulman (A.) Inc in Q3 2017 and held it in 1 quarter.
  • Williams Jones & Associates's Schulman (A.) Inc position peaked at $321K in Q3 2017.
  • 189 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q4 2017.

Based on Williams Jones & Associates's 13F filing for Q4 2017, filed 14 Feb 2018.