Stratos Wealth Partners’s Stepan Co SCL Stock Holding History

Stratos Wealth Partners’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 Q4	–	Sell	-9	Closed	-$1K	–	2199
2018 Q3	$1K	Buy	+9	New	+$775	﹤0.01%	2878
2018 Q2	–	Sell	-9	Closed	-$1K	–	2281
2018 Q1	$1K	Buy	+9	New	+$713	﹤0.01%	3029

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Stratos Wealth Partners's SCL Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Stepan Co (SCL) in Q4 2018, closing a stake of 9 shares — an estimated $1K sold.

Stratos Wealth Partners first reported a position in SCL in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 187 funds tracked by Wall St. Rank hold SCL as of Q4 2018.

Stratos Wealth Partners reported no remaining Stepan Co position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 9 Stepan Co shares in Q4 2018, an estimated $1K.
Stratos Wealth Partners first reported a position in Stepan Co in Q1 2018 and held it in 2 quarters.
Stratos Wealth Partners's Stepan Co position peaked at $1K in Q3 2018.
187 funds tracked by Wall St. Rank held Stepan Co as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.