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Placemark Investments’s Stepan Co SCL Stock Holding History

Placemark Investments’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 		$360K Sell
8,970
-989
-10% -$42K 0.01% 1318
2014
Q3 		$442K Buy
9,959
+859
+9% +$42.1K 0.01% 1219
2014
Q2 		$482K Buy
9,100
+777
+9% +$43.6K 0.01% 1184
2014
Q1 		$538K Buy
8,323
+647
+8% +$40.6K 0.01% 1093
2013
Q4 		$503K Sell
7,676
-166
-2% -$10.1K 0.01% 1132
2013
Q3 		$452K Buy
7,842
+981
+14% +$56.8K 0.01% 1147
2013
Q2 		$381K Buy
+6,861
New +$388K 0.01% 1163

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Placemark Investments's SCL Position: Q4 2014 in Review

Placemark Investments reduced its Stepan Co (SCL) stake by 9.9% in Q4 2014, selling an estimated $42K and leaving 8,970 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #1318.

Placemark Investments first reported a position in SCL in Q2 2013 and has held it in 7 quarters since. The position peaked at $538K in Q1 2014. 156 funds tracked by Wall St. Rank hold SCL as of Q4 2014.

  • Placemark Investments held 8,970 shares of Stepan Co worth $360K as of Q4 2014.
  • Placemark Investments sold 989 Stepan Co shares in Q4 2014, an estimated $42K.
  • Stepan Co made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1318 holding.
  • Placemark Investments first reported a position in Stepan Co in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Stepan Co position peaked at $538K in Q1 2014.
  • 156 funds tracked by Wall St. Rank held Stepan Co as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.