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Rotella Capital Management’s Stepan Co SCL Stock Holding History

Rotella Capital 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
Q1 		– Sell
-9,018
Closed -$448K – 200
2015
Q4 		$448K Buy
+9,018
New +$452K 0.4% 58
2015
Q3 		– Sell
-4,661
Closed -$252K – 650
2015
Q2 		$252K Buy
+4,661
New +$230K 0.21% 118

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Rotella Capital Management's SCL Position: Q1 2016 in Review

Rotella Capital Management sold out of Stepan Co (SCL) in Q1 2016, closing a stake of 9,018 shares — an estimated $448K sold.

Rotella Capital Management first reported a position in SCL in Q2 2015 and held it in 2 quarters. The position peaked at $448K in Q4 2015. 173 funds tracked by Wall St. Rank hold SCL as of Q1 2016.

  • Rotella Capital Management reported no remaining Stepan Co position as of Q1 2016 after selling out during the quarter.
  • Rotella Capital Management sold 9,018 Stepan Co shares in Q1 2016, an estimated $448K.
  • Rotella Capital Management first reported a position in Stepan Co in Q2 2015 and held it in 2 quarters.
  • Rotella Capital Management's Stepan Co position peaked at $448K in Q4 2015.
  • 173 funds tracked by Wall St. Rank held Stepan Co as of Q1 2016.

Based on Rotella Capital Management's 13F filing for Q1 2016, filed 13 May 2016.