YWP
SHLM

YorkBridge Wealth Partners’s Schulman (A.) Inc SHLM Stock Holding History

YorkBridge Wealth Partners’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
-34
Closed -$1K – 935
2017
Q2 		$1K Hold
34
– – ﹤0.01% 869
2017
Q1 		$1K Hold
34
– – ﹤0.01% 859
2016
Q4 		$1K Buy
+34
New +$1.08K ﹤0.01% 870

Other funds holding SHLM

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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

YorkBridge Wealth Partners's SHLM Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Schulman (A.) Inc (SHLM) in Q3 2017, closing a stake of 34 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in SHLM in Q4 2016 and held it in 3 quarters. The position peaked at $1K in Q2 2017. 186 funds tracked by Wall St. Rank hold SHLM as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Schulman (A.) Inc position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 34 Schulman (A.) Inc shares in Q3 2017, an estimated $1K.
  • YorkBridge Wealth Partners first reported a position in Schulman (A.) Inc in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Schulman (A.) Inc position peaked at $1K in Q2 2017.
  • 186 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.