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FDx Advisors’s Stepan Co SCL Stock Holding History

FDx 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
2018
Q2 		– Sell
-2,860
Closed -$238K – 1060
2018
Q1 		$238K Sell
2,860
-1,432
-33% -$113K 0.01% 1069
2017
Q4 		$339K Buy
4,292
+409
+11% +$33.6K 0.01% 968
2017
Q3 		$325K Sell
3,883
-459
-11% -$37.7K 0.01% 1013
2017
Q2 		$378K Buy
4,342
+1,686
+63% +$142K 0.01% 886
2017
Q1 		$209K Sell
2,656
-218
-8% -$17K 0.01% 1106
2016
Q4 		$234K Sell
2,874
-292
-9% -$22.5K 0.01% 1032
2016
Q3 		$230K Buy
+3,166
New +$213K 0.01% 844
2015
Q3 		– Sell
-4,497
Closed -$243K – 856
2015
Q2 		$243K Sell
4,497
-1,203
-21% -$59.4K 0.01% 830
2015
Q1 		$237K Sell
5,700
-528
-8% -$21K 0.01% 1348
2014
Q4 		$250K Buy
6,228
+161
+3% +$6.84K 0.02% 790
2014
Q3 		$269K Sell
6,067
-8
-0.1% -$392 0.02% 821
2014
Q2 		$321K Buy
6,075
+255
+4% +$14.3K 0.02% 755
2014
Q1 		$376K Buy
5,820
+270
+5% +$16.9K 0.03% 534
2013
Q4 		$364K Buy
5,550
+71
+1% +$4.33K 0.04% 459
2013
Q3 		$316K Buy
+5,479
New +$317K 0.04% 413

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

FDx Advisors's SCL Position: Q2 2018 in Review

FDx Advisors sold out of Stepan Co (SCL) in Q2 2018, closing a stake of 2,860 shares — an estimated $238K sold.

FDx Advisors first reported a position in SCL in Q3 2013 and held it in 15 quarters. The position peaked at $378K in Q2 2017. 192 funds tracked by Wall St. Rank hold SCL as of Q2 2018.

  • FDx Advisors reported no remaining Stepan Co position as of Q2 2018 after selling out during the quarter.
  • FDx Advisors sold 2,860 Stepan Co shares in Q2 2018, an estimated $238K.
  • FDx Advisors first reported a position in Stepan Co in Q3 2013 and held it in 15 quarters.
  • FDx Advisors's Stepan Co position peaked at $378K in Q2 2017.
  • 192 funds tracked by Wall St. Rank held Stepan Co as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.