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Sonora Investment Management’s Stepan Co SCL Stock Holding History

Sonora Investment 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
2015
Q4 		– Sell
-40
Closed -$2K – 1099
2015
Q3 		$2K Buy
+40
New +$1.86K ﹤0.01% 1007

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Sonora Investment Management's SCL Position: Q4 2015 in Review

Sonora Investment Management sold out of Stepan Co (SCL) in Q4 2015, closing a stake of 40 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in SCL in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 166 funds tracked by Wall St. Rank hold SCL as of Q4 2015.

  • Sonora Investment Management reported no remaining Stepan Co position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 40 Stepan Co shares in Q4 2015, an estimated $2K.
  • Sonora Investment Management first reported a position in Stepan Co in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Stepan Co position peaked at $2K in Q3 2015.
  • 166 funds tracked by Wall St. Rank held Stepan Co as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.