IPC
SCS

Independent Portfolio Consultants’s Steelcase SCS Stock Holding History

Independent Portfolio Consultants’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-10,205
Closed -$152K – 759
2016
Q1 		$152K Buy
10,205
+2,390
+31% +$31.8K 0.04% 402
2015
Q4 		$116K Buy
7,815
+1,520
+24% +$28.6K 0.03% 438
2015
Q3 		$116K Sell
6,295
-2,070
-25% -$37.1K 0.03% 433
2015
Q2 		$158K Buy
8,365
+2,025
+32% +$37K 0.03% 406
2015
Q1 		$120K Buy
6,340
+1,205
+23% +$21.8K 0.02% 452
2014
Q4 		$92K Buy
5,135
+1,965
+62% +$33.8K 0.02% 527
2014
Q3 		$51K Buy
+3,170
New +$49.7K 0.01% 628

Other funds holding SCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Independent Portfolio Consultants's SCS Position: Q2 2016 in Review

Independent Portfolio Consultants sold out of Steelcase (SCS) in Q2 2016, closing a stake of 10,205 shares — an estimated $152K sold.

Independent Portfolio Consultants first reported a position in SCS in Q3 2014 and held it in 7 quarters. The position peaked at $158K in Q2 2015. 198 funds tracked by Wall St. Rank hold SCS as of Q2 2016.

  • Independent Portfolio Consultants reported no remaining Steelcase position as of Q2 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 10,205 Steelcase shares in Q2 2016, an estimated $152K.
  • Independent Portfolio Consultants first reported a position in Steelcase in Q3 2014 and held it in 7 quarters.
  • Independent Portfolio Consultants's Steelcase position peaked at $158K in Q2 2015.
  • 198 funds tracked by Wall St. Rank held Steelcase as of Q2 2016.

Based on Independent Portfolio Consultants's 13F filing for Q2 2016, filed 15 Jul 2016.