JP Morgan Private Wealth Advisors’s Stepan Co SCL Stock Holding History

JP Morgan Private Wealth 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
2014 Q4	–	Sell	-5,645	Closed	-$251K	–	1135
2014 Q3	$251K	Sell	5,645 -10,420	-65%	-$510K	﹤0.01%	901
2014 Q2	$849K	Sell	16,065 -8,925	-36%	-$501K	0.01%	442
2014 Q1	$1.61M	Buy	24,990 +2,870	+13%	+$180K	0.03%	318
2013 Q4	$1.45M	Buy	22,120 +484	+2%	+$29.5K	0.03%	294
2013 Q3	$1.25M	Sell	21,636 -4,174	-16%	-$242K	0.03%	300
2013 Q2	$1.44M	Buy	+25,810	New	+$1.46M	0.04%	277

Other funds holding SCL

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

JP Morgan Private Wealth Advisors's SCL Position: Q4 2014 in Review

JP Morgan Private Wealth Advisors sold out of Stepan Co (SCL) in Q4 2014, closing a stake of 5,645 shares — an estimated $251K sold.

JP Morgan Private Wealth Advisors first reported a position in SCL in Q2 2013 and held it in 6 quarters. The position peaked at $1.61M in Q1 2014. 155 funds tracked by Wall St. Rank hold SCL as of Q4 2014.

JP Morgan Private Wealth Advisors reported no remaining Stepan Co position as of Q4 2014 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 5,645 Stepan Co shares in Q4 2014, an estimated $251K.
JP Morgan Private Wealth Advisors first reported a position in Stepan Co in Q2 2013 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's Stepan Co position peaked at $1.61M in Q1 2014.
155 funds tracked by Wall St. Rank held Stepan Co as of Q4 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.