Boston Family Office’s Stepan Co SCL Stock Holding History

Boston Family Office’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
2014 Q4	–	Sell	-14,906	Closed	-$662K	–	265
2014 Q3	$662K	Hold	14,906	–	–	0.09%	178
2014 Q2	$788K	Sell	14,906 -110	-0.7%	-$6.18K	0.1%	167
2014 Q1	$969K	Hold	15,016	–	–	0.13%	151
2013 Q4	$986K	Buy	15,016 +1,486	+11%	+$90.7K	0.13%	147
2013 Q3	$781K	Hold	13,530	–	–	0.11%	160
2013 Q2	$752K	Buy	+13,530	New	+$764K	0.11%	156

Other funds holding SCL

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

Boston Family Office's SCL Position: Q4 2014 in Review

Boston Family Office sold out of Stepan Co (SCL) in Q4 2014, closing a stake of 14,906 shares — an estimated $662K sold.

Boston Family Office first reported a position in SCL in Q2 2013 and held it in 6 quarters. The position peaked at $986K in Q4 2013. 155 funds tracked by Wall St. Rank hold SCL as of Q4 2014.

Boston Family Office reported no remaining Stepan Co position as of Q4 2014 after selling out during the quarter.
Boston Family Office sold 14,906 Stepan Co shares in Q4 2014, an estimated $662K.
Boston Family Office first reported a position in Stepan Co in Q2 2013 and held it in 6 quarters.
Boston Family Office's Stepan Co position peaked at $986K in Q4 2013.
155 funds tracked by Wall St. Rank held Stepan Co as of Q4 2014.

Based on Boston Family Office's 13F filing for Q4 2014, filed 9 Feb 2015.