IMA Advisory Services’s Stepan Co SCL Stock Holding History

IMA Advisory Services’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
2019 Q2	–	Sell	-153	Closed	-$13K	–	306
2019 Q1	$13K	Hold	153	–	–	0.01%	202
2018 Q4	$11K	Hold	153	–	–	0.01%	218
2018 Q3	$13K	Hold	153	–	–	0.01%	213
2018 Q2	$12K	Buy	+153	New	+$11.7K	0.01%	256

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

IMA Advisory Services's SCL Position: Q2 2019 in Review

IMA Advisory Services sold out of Stepan Co (SCL) in Q2 2019, closing a stake of 153 shares — an estimated $13K sold.

IMA Advisory Services first reported a position in SCL in Q2 2018 and held it in 4 quarters. The position peaked at $13K in Q1 2019. 189 funds tracked by Wall St. Rank hold SCL as of Q2 2019.

IMA Advisory Services reported no remaining Stepan Co position as of Q2 2019 after selling out during the quarter.
IMA Advisory Services sold 153 Stepan Co shares in Q2 2019, an estimated $13K.
IMA Advisory Services first reported a position in Stepan Co in Q2 2018 and held it in 4 quarters.
IMA Advisory Services's Stepan Co position peaked at $13K in Q1 2019.
189 funds tracked by Wall St. Rank held Stepan Co as of Q2 2019.

Based on IMA Advisory Services's 13F filing for Q2 2019, filed 19 Jul 2019.