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Denali Advisors’s Stepan Co SCL Stock Holding History

Denali 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
2016
Q1 		– Sell
-29
Closed -$1K – 307
2015
Q4 		$1K Hold
29
– – ﹤0.01% 268
2015
Q3 		$1K Hold
29
– – ﹤0.01% 276
2015
Q2 		$2K Sell
29
-51
-64% -$2.52K ﹤0.01% 237
2015
Q1 		$3K Buy
80
+16
+25% +$637 ﹤0.01% 184
2014
Q4 		$3K Hold
64
– – ﹤0.01% 165
2014
Q3 		$3K Buy
64
+29
+83% +$1.42K ﹤0.01% 151
2014
Q2 		$2K Hold
35
– – ﹤0.01% 215
2014
Q1 		$2K Hold
35
– – ﹤0.01% 217
2013
Q4 		$2K Hold
35
– – ﹤0.01% 213
2013
Q3 		$2K Hold
35
– – ﹤0.01% 155
2013
Q2 		$2K Buy
+35
New +$1.98K ﹤0.01% 150

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Denali Advisors's SCL Position: Q1 2016 in Review

Denali Advisors sold out of Stepan Co (SCL) in Q1 2016, closing a stake of 29 shares — an estimated $1K sold.

Denali Advisors first reported a position in SCL in Q2 2013 and held it in 11 quarters. The position peaked at $3K in Q1 2015. 172 funds tracked by Wall St. Rank hold SCL as of Q1 2016.

  • Denali Advisors reported no remaining Stepan Co position as of Q1 2016 after selling out during the quarter.
  • Denali Advisors sold 29 Stepan Co shares in Q1 2016, an estimated $1K.
  • Denali Advisors first reported a position in Stepan Co in Q2 2013 and held it in 11 quarters.
  • Denali Advisors's Stepan Co position peaked at $3K in Q1 2015.
  • 172 funds tracked by Wall St. Rank held Stepan Co as of Q1 2016.

Based on Denali Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.