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Cypress Wealth Advisors’s Stepan Co SCL Stock Holding History

Cypress Wealth 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
2017
Q2 		– Sell
-3,655
Closed -$288K – 158
2017
Q1 		$288K Sell
3,655
-58
-2% -$4.53K 0.13% 155
2016
Q4 		$303K Hold
3,713
– – 0.14% 136
2016
Q3 		$270K Buy
3,713
+58
+2% +$3.9K 0.12% 147
2016
Q2 		$218K Hold
3,655
– – 0.11% 162
2016
Q1 		$202K Buy
+3,655
New +$176K 0.09% 184

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Wealth Advisors's SCL Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Stepan Co (SCL) in Q2 2017, closing a stake of 3,655 shares — an estimated $288K sold.

Cypress Wealth Advisors first reported a position in SCL in Q1 2016 and held it in 5 quarters. The position peaked at $303K in Q4 2016. 200 funds tracked by Wall St. Rank hold SCL as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Stepan Co position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 3,655 Stepan Co shares in Q2 2017, an estimated $288K.
  • Cypress Wealth Advisors first reported a position in Stepan Co in Q1 2016 and held it in 5 quarters.
  • Cypress Wealth Advisors's Stepan Co position peaked at $303K in Q4 2016.
  • 200 funds tracked by Wall St. Rank held Stepan Co as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.