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MSI Financial Services’s Stepan Co SCL Stock Holding History

MSI Financial 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
2016
Q3 		– Sell
-38
Closed -$2K – 4001
2016
Q2 		$2K Hold
38
– – ﹤0.01% 3544
2016
Q1 		$2K Buy
+38
New +$1.83K ﹤0.01% 3571
2015
Q2 		– Sell
-150
Closed -$6K – 3229
2015
Q1 		$6K Hold
150
– – ﹤0.01% 2365
2014
Q4 		$6K Buy
+150
New +$6.37K ﹤0.01% 2071

Other funds holding SCL

Vanguard Group
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

MSI Financial Services's SCL Position: Q3 2016 in Review

MSI Financial Services sold out of Stepan Co (SCL) in Q3 2016, closing a stake of 38 shares — an estimated $2K sold.

MSI Financial Services first reported a position in SCL in Q4 2014 and held it in 4 quarters. The position peaked at $6K in Q1 2015. 183 funds tracked by Wall St. Rank hold SCL as of Q3 2016.

  • MSI Financial Services reported no remaining Stepan Co position as of Q3 2016 after selling out during the quarter.
  • MSI Financial Services sold 38 Stepan Co shares in Q3 2016, an estimated $2K.
  • MSI Financial Services first reported a position in Stepan Co in Q4 2014 and held it in 4 quarters.
  • MSI Financial Services's Stepan Co position peaked at $6K in Q1 2015.
  • 183 funds tracked by Wall St. Rank held Stepan Co as of Q3 2016.

Based on MSI Financial Services's 13F filing for Q3 2016, filed 13 Oct 2016.