FineMark National Bank & Trust’s Stepan Co SCL Stock Holding History

FineMark National Bank & Trust’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 Q1	–	Sell	-2,000	Closed	-$163K	–	889
2016 Q4	$163K	Hold	2,000	–	–	0.01%	374
2016 Q3	$145K	Hold	2,000	–	–	0.02%	373
2016 Q2	$119K	Hold	2,000	–	–	0.01%	395
2016 Q1	$111K	Hold	2,000	–	–	0.01%	407
2015 Q4	$99K	Hold	2,000	–	–	0.01%	443
2015 Q3	$83K	Hold	2,000	–	–	0.01%	497
2015 Q2	$108K	Hold	2,000	–	–	0.01%	472
2015 Q1	$83K	Hold	2,000	–	–	0.01%	535
2014 Q4	$80K	Hold	2,000	–	–	0.01%	551
2014 Q3	$89K	Hold	2,000	–	–	0.01%	507
2014 Q2	$106K	Hold	2,000	–	–	0.02%	456
2014 Q1	$129K	Hold	2,000	–	–	0.02%	399
2013 Q4	$131K	Hold	2,000	–	–	0.03%	381
2013 Q3	$115K	Hold	2,000	–	–	0.03%	396
2013 Q2	$111K	Buy	+2,000	New	+$113K	0.03%	382

Other funds holding SCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FineMark National Bank & Trust's SCL Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Stepan Co (SCL) in Q1 2017, closing a stake of 2,000 shares — an estimated $163K sold.

FineMark National Bank & Trust first reported a position in SCL in Q2 2013 and held it in 15 quarters. The position peaked at $163K in Q4 2016. 194 funds tracked by Wall St. Rank hold SCL as of Q1 2017.

FineMark National Bank & Trust reported no remaining Stepan Co position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 2,000 Stepan Co shares in Q1 2017, an estimated $163K.
FineMark National Bank & Trust first reported a position in Stepan Co in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Stepan Co position peaked at $163K in Q4 2016.
194 funds tracked by Wall St. Rank held Stepan Co as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.