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New England Securities’s Stepan Co SCL Stock Holding History

New England Securities’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
Q1 		– Sell
-26
Closed -$2K – 1806
2013
Q4 		$2K Hold
26
– – ﹤0.01% 1466
2013
Q3 		$2K Buy
+26
New +$1.51K ﹤0.01% 1448

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Allianz Asset Management
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

New England Securities's SCL Position: Q1 2014 in Review

New England Securities sold out of Stepan Co (SCL) in Q1 2014, closing a stake of 26 shares — an estimated $2K sold.

New England Securities first reported a position in SCL in Q3 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2013. 142 funds tracked by Wall St. Rank hold SCL as of Q1 2014.

  • New England Securities reported no remaining Stepan Co position as of Q1 2014 after selling out during the quarter.
  • New England Securities sold 26 Stepan Co shares in Q1 2014, an estimated $2K.
  • New England Securities first reported a position in Stepan Co in Q3 2013 and held it in 2 quarters.
  • New England Securities's Stepan Co position peaked at $2K in Q4 2013.
  • 142 funds tracked by Wall St. Rank held Stepan Co as of Q1 2014.

Based on New England Securities's 13F filing for Q1 2014, filed 30 Apr 2014.