Apriem Advisors’s Stepan Co SCL Stock Holding History

Apriem Advisors’s Portfolio SCL Stock Details SCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-22	Closed	-$2K	–	717
2016 Q4	$2K	Hold	22	–	–	﹤0.01%	632
2016 Q3	$2K	Buy	+22	New	+$1.48K	﹤0.01%	547

Other funds holding SCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apriem Advisors's SCL Position: Q1 2017 in Review

Apriem Advisors sold out of Stepan Co (SCL) in Q1 2017, closing a stake of 22 shares — an estimated $2K sold.

Apriem Advisors first reported a position in SCL in Q3 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 194 funds tracked by Wall St. Rank hold SCL as of Q1 2017.

Apriem Advisors reported no remaining Stepan Co position as of Q1 2017 after selling out during the quarter.
Apriem Advisors sold 22 Stepan Co shares in Q1 2017, an estimated $2K.
Apriem Advisors first reported a position in Stepan Co in Q3 2016 and held it in 2 quarters.
Apriem Advisors's Stepan Co position peaked at $2K in Q4 2016.
194 funds tracked by Wall St. Rank held Stepan Co as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.