QS Investors’s Stepan Co SCL Stock Holding History

QS Investors’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
2017 Q1	–	Sell	-500	Closed	-$41K	–	2028
2016 Q4	$41K	Sell	500 -1,075	-68%	-$82.9K	﹤0.01%	1377
2016 Q3	$114K	Hold	1,575	–	–	﹤0.01%	1233
2016 Q2	$94K	Hold	1,575	–	–	﹤0.01%	1277
2016 Q1	$87K	Buy	1,575 +500	+47%	+$24K	﹤0.01%	1239
2015 Q4	$53K	Buy	1,075 +172	+19%	+$8.62K	﹤0.01%	1322
2015 Q3	$38K	Buy	903 +109	+14%	+$5.08K	﹤0.01%	1327
2015 Q2	$43K	Buy	794 +139	+21%	+$6.86K	﹤0.01%	1281
2015 Q1	$27K	Buy	655 +419	+178%	+$16.7K	﹤0.01%	1294
2014 Q4	$10K	Buy	+236	New	+$10K	﹤0.01%	1318

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

QS Investors's SCL Position: Q1 2017 in Review

QS Investors sold out of Stepan Co (SCL) in Q1 2017, closing a stake of 500 shares — an estimated $41K sold.

QS Investors first reported a position in SCL in Q4 2014 and held it in 9 quarters. The position peaked at $114K in Q3 2016. 194 funds tracked by Wall St. Rank hold SCL as of Q1 2017.

QS Investors reported no remaining Stepan Co position as of Q1 2017 after selling out during the quarter.
QS Investors sold 500 Stepan Co shares in Q1 2017, an estimated $41K.
QS Investors first reported a position in Stepan Co in Q4 2014 and held it in 9 quarters.
QS Investors's Stepan Co position peaked at $114K in Q3 2016.
194 funds tracked by Wall St. Rank held Stepan Co as of Q1 2017.

Based on QS Investors's 13F filing for Q1 2017, filed 15 May 2017.