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Bowling Portfolio Management’s Stepan Co SCL Stock Holding History

Bowling Portfolio Management’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
Q4 		– Sell
-6,849
Closed -$573K – 397
2017
Q3 		$573K Buy
+6,849
New +$563K 0.09% 281
2017
Q2 		– Sell
-10,754
Closed -$848K – 400
2017
Q1 		$848K Buy
10,754
+1,586
+17% +$124K 0.14% 168
2016
Q4 		$747K Sell
9,168
-523
-5% -$40.4K 0.11% 155
2016
Q3 		$704K Buy
+9,691
New +$651K 0.1% 148

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bowling Portfolio Management's SCL Position: Q4 2017 in Review

Bowling Portfolio Management sold out of Stepan Co (SCL) in Q4 2017, closing a stake of 6,849 shares — an estimated $573K sold.

Bowling Portfolio Management first reported a position in SCL in Q3 2016 and held it in 4 quarters. The position peaked at $848K in Q1 2017. 198 funds tracked by Wall St. Rank hold SCL as of Q4 2017.

  • Bowling Portfolio Management reported no remaining Stepan Co position as of Q4 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 6,849 Stepan Co shares in Q4 2017, an estimated $573K.
  • Bowling Portfolio Management first reported a position in Stepan Co in Q3 2016 and held it in 4 quarters.
  • Bowling Portfolio Management's Stepan Co position peaked at $848K in Q1 2017.
  • 198 funds tracked by Wall St. Rank held Stepan Co as of Q4 2017.

Based on Bowling Portfolio Management's 13F filing for Q4 2017, filed 22 Jan 2018.