Ropes Wealth Advisors’s Stepan Co SCL Stock Holding History

Ropes Wealth Advisors’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
2018 Q1	–	Sell	-116	Closed	-$9K	–	718
2017 Q4	$9K	Hold	116	–	–	﹤0.01%	546
2017 Q3	$10K	Buy	+116	New	+$9.54K	﹤0.01%	516

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Ropes Wealth Advisors's SCL Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Stepan Co (SCL) in Q1 2018, closing a stake of 116 shares — an estimated $9K sold.

Ropes Wealth Advisors first reported a position in SCL in Q3 2017 and held it in 2 quarters. The position peaked at $10K in Q3 2017. 196 funds tracked by Wall St. Rank hold SCL as of Q1 2018.

Ropes Wealth Advisors reported no remaining Stepan Co position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 116 Stepan Co shares in Q1 2018, an estimated $9K.
Ropes Wealth Advisors first reported a position in Stepan Co in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's Stepan Co position peaked at $10K in Q3 2017.
196 funds tracked by Wall St. Rank held Stepan Co as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.