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Capital Analysts LLC’s Stepan Co SCL Stock Holding History

Capital Analysts LLC’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
2015
Q3 		– Sell
-70
Closed -$3.79K – 380
2015
Q2 		$3.79K Hold
70
– – ﹤0.01% 364
2015
Q1 		$2.92K Hold
70
– – ﹤0.01% 368
2014
Q4 		$2.81K Hold
70
– – ﹤0.01% 381
2014
Q3 		$3.11K Sell
70
-4,100
-98% -$201K ﹤0.01% 376
2014
Q2 		$220K Buy
4,170
+1,100
+36% +$61.8K 0.05% 153
2014
Q1 		$198K Hold
3,070
– – 0.05% 144
2013
Q4 		$201K Buy
3,070
+815
+36% +$49.7K 0.05% 130
2013
Q3 		$130K Sell
2,255
-1,735
-43% -$100K 0.04% 158
2013
Q2 		$222K Buy
+3,990
New +$225K 0.07% 133

Other funds holding SCL

Vanguard Group
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Capital Analysts LLC's SCL Position: Q3 2015 in Review

Capital Analysts LLC sold out of Stepan Co (SCL) in Q3 2015, closing a stake of 70 shares — an estimated $3.79K sold.

Capital Analysts LLC first reported a position in SCL in Q2 2013 and held it in 9 quarters. The position peaked at $222K in Q2 2013. 159 funds tracked by Wall St. Rank hold SCL as of Q3 2015.

  • Capital Analysts LLC reported no remaining Stepan Co position as of Q3 2015 after selling out during the quarter.
  • Capital Analysts LLC sold 70 Stepan Co shares in Q3 2015, an estimated $3.79K.
  • Capital Analysts LLC first reported a position in Stepan Co in Q2 2013 and held it in 9 quarters.
  • Capital Analysts LLC's Stepan Co position peaked at $222K in Q2 2013.
  • 159 funds tracked by Wall St. Rank held Stepan Co as of Q3 2015.

Based on Capital Analysts LLC's 13F filing for Q3 2015, filed 13 Nov 2015.