Mount Yale Investment Advisors’s Stepan Co SCL Stock Holding History

Mount Yale Investment 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
2018 Q4	–	Sell	-400	Closed	-$35K	–	685
2018 Q3	$35K	Hold	400	–	–	0.01%	673
2018 Q2	$31K	Hold	400	–	–	0.01%	717
2018 Q1	$33K	Buy	+400	New	+$31.7K	0.01%	695

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

Mount Yale Investment Advisors's SCL Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Stepan Co (SCL) in Q4 2018, closing a stake of 400 shares — an estimated $35K sold.

Mount Yale Investment Advisors first reported a position in SCL in Q1 2018 and held it in 3 quarters. The position peaked at $35K in Q3 2018. 187 funds tracked by Wall St. Rank hold SCL as of Q4 2018.

Mount Yale Investment Advisors reported no remaining Stepan Co position as of Q4 2018 after selling out during the quarter.
Mount Yale Investment Advisors sold 400 Stepan Co shares in Q4 2018, an estimated $35K.
Mount Yale Investment Advisors first reported a position in Stepan Co in Q1 2018 and held it in 3 quarters.
Mount Yale Investment Advisors's Stepan Co position peaked at $35K in Q3 2018.
187 funds tracked by Wall St. Rank held Stepan Co as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.