SFA
SRCL

Sequoia Financial Advisors’s Stericycle Inc SRCL Stock Holding History

Sequoia Financial Advisors’s Portfolio SRCL Stock Details SRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-48,320
Closed -$3.46M – 323
2017
Q3 		$3.46M Buy
48,320
+3,367
+7% +$248K 0.41% 52
2017
Q2 		$3.43M Buy
+44,953
New +$3.69M 0.43% 53
2015
Q2 		– Sell
-1,907
Closed -$268K – 204
2015
Q1 		$268K Sell
1,907
-409
-18% -$55.2K 0.12% 141
2014
Q4 		$304K Hold
2,316
– – 0.21% 105
2014
Q3 		$270K Sell
2,316
-990
-30% -$117K 0.19% 121
2014
Q2 		$391K Buy
3,306
+155
+5% +$17.7K 0.3% 81
2014
Q1 		$358K Buy
3,151
+346
+12% +$40K 0.3% 91
2013
Q4 		$326K Buy
+2,805
New +$327K 0.27% 93

Other funds holding SRCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sequoia Financial Advisors's SRCL Position: Q4 2017 in Review

Sequoia Financial Advisors sold out of Stericycle Inc (SRCL) in Q4 2017, closing a stake of 48,320 shares — an estimated $3.46M sold.

Sequoia Financial Advisors first reported a position in SRCL in Q4 2013 and held it in 8 quarters. The position peaked at $3.46M in Q3 2017. 520 funds tracked by Wall St. Rank hold SRCL as of Q4 2017.

  • Sequoia Financial Advisors reported no remaining Stericycle Inc position as of Q4 2017 after selling out during the quarter.
  • Sequoia Financial Advisors sold 48,320 Stericycle Inc shares in Q4 2017, an estimated $3.46M.
  • Sequoia Financial Advisors first reported a position in Stericycle Inc in Q4 2013 and held it in 8 quarters.
  • Sequoia Financial Advisors's Stericycle Inc position peaked at $3.46M in Q3 2017.
  • 520 funds tracked by Wall St. Rank held Stericycle Inc as of Q4 2017.

Based on Sequoia Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.