LBA Wealth Management’s Stepan Co SCL Stock Holding History

LBA Wealth Management’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	-64	Closed	-$3K	–	372
2014 Q3	$3K	Buy	+64	New	+$3.13K	﹤0.01%	386

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

LBA Wealth Management's SCL Position: Q4 2014 in Review

LBA Wealth Management sold out of Stepan Co (SCL) in Q4 2014, closing a stake of 64 shares — an estimated $3K sold.

LBA Wealth Management first reported a position in SCL in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 155 funds tracked by Wall St. Rank hold SCL as of Q4 2014.

LBA Wealth Management reported no remaining Stepan Co position as of Q4 2014 after selling out during the quarter.
LBA Wealth Management sold 64 Stepan Co shares in Q4 2014, an estimated $3K.
LBA Wealth Management first reported a position in Stepan Co in Q3 2014 and held it in 1 quarter.
LBA Wealth Management's Stepan Co position peaked at $3K in Q3 2014.
155 funds tracked by Wall St. Rank held Stepan Co as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.