Boston Advisors’s Stepan Co SCL Stock Holding History

Boston 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
2018 Q1	–	Sell	-5,750	Closed	-$454K	–	664
2017 Q4	$454K	Sell	5,750 -3,595	-38%	-$295K	0.01%	509
2017 Q3	$782K	Buy	9,345 +710	+8%	+$58.4K	0.02%	405
2017 Q2	$752K	Buy	8,635 +1,415	+20%	+$119K	0.02%	415
2017 Q1	$569K	Sell	7,220 -555	-7%	-$43.3K	0.01%	439
2016 Q4	$634K	Buy	7,775 +2,150	+38%	+$166K	0.02%	431
2016 Q3	$409K	Buy	+5,625	New	+$378K	0.01%	554

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Boston Advisors's SCL Position: Q1 2018 in Review

Boston Advisors sold out of Stepan Co (SCL) in Q1 2018, closing a stake of 5,750 shares — an estimated $454K sold.

Boston Advisors first reported a position in SCL in Q3 2016 and held it in 6 quarters. The position peaked at $782K in Q3 2017. 196 funds tracked by Wall St. Rank hold SCL as of Q1 2018.

Boston Advisors reported no remaining Stepan Co position as of Q1 2018 after selling out during the quarter.
Boston Advisors sold 5,750 Stepan Co shares in Q1 2018, an estimated $454K.
Boston Advisors first reported a position in Stepan Co in Q3 2016 and held it in 6 quarters.
Boston Advisors's Stepan Co position peaked at $782K in Q3 2017.
196 funds tracked by Wall St. Rank held Stepan Co as of Q1 2018.

Based on Boston Advisors's 13F filing for Q1 2018, filed 25 Apr 2018.