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Oberweis Asset Management’s Stepan Co SCL Stock Holding History

Oberweis Asset 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
2016
Q3 		– Sell
-4,700
Closed -$280K – 167
2016
Q2 		$280K Sell
4,700
-4,700
-50% -$276K 0.08% 143
2016
Q1 		$520K Sell
9,400
-1,000
-10% -$48.1K 0.15% 108
2015
Q4 		$517K Buy
+10,400
New +$521K 0.15% 126
2015
Q3 		– Sell
-11,500
Closed -$622K – 172
2015
Q2 		$622K Buy
+11,500
New +$567K 0.16% 68

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

Oberweis Asset Management's SCL Position: Q3 2016 in Review

Oberweis Asset Management sold out of Stepan Co (SCL) in Q3 2016, closing a stake of 4,700 shares — an estimated $280K sold.

Oberweis Asset Management first reported a position in SCL in Q2 2015 and held it in 4 quarters. The position peaked at $622K in Q2 2015. 182 funds tracked by Wall St. Rank hold SCL as of Q3 2016.

  • Oberweis Asset Management reported no remaining Stepan Co position as of Q3 2016 after selling out during the quarter.
  • Oberweis Asset Management sold 4,700 Stepan Co shares in Q3 2016, an estimated $280K.
  • Oberweis Asset Management first reported a position in Stepan Co in Q2 2015 and held it in 4 quarters.
  • Oberweis Asset Management's Stepan Co position peaked at $622K in Q2 2015.
  • 182 funds tracked by Wall St. Rank held Stepan Co as of Q3 2016.

Based on Oberweis Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.