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Cornerstone Wealth Management’s Stepan Co SCL Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-48,658
Closed -$560K – 995
2018
Q3 		$560K Buy
48,658
+4,665
+11% +$402K 0.01% 871
2018
Q2 		$560K Buy
+43,993
New +$3.36M 0.01% 969

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cornerstone Wealth Management's SCL Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Stepan Co (SCL) in Q4 2018, closing a stake of 48,658 shares — an estimated $560K sold.

Cornerstone Wealth Management first reported a position in SCL in Q2 2018 and held it in 2 quarters. The position peaked at $560K in Q3 2018. 187 funds tracked by Wall St. Rank hold SCL as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Stepan Co position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 48,658 Stepan Co shares in Q4 2018, an estimated $560K.
  • Cornerstone Wealth Management first reported a position in Stepan Co in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Stepan Co position peaked at $560K in Q3 2018.
  • 187 funds tracked by Wall St. Rank held Stepan Co as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.