Wealthspire Advisors (Maryland)’s Stepan Co SCL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-246	Closed	-$22K	–	1720
2019 Q1	$22K	Buy	246 +33	+15%	+$2.86K	﹤0.01%	1238
2018 Q4	$16K	Buy	213 +173	+433%	+$14.1K	﹤0.01%	1300
2018 Q3	$3K	Hold	40	–	–	﹤0.01%	2062
2018 Q2	$3K	Sell	40 -3	-7%	-$229	﹤0.01%	2039
2018 Q1	$4K	Buy	43 +1	+2%	+$79	﹤0.01%	1929
2017 Q4	$3K	Buy	+42	New	+$3.45K	﹤0.01%	2016

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

Wealthspire Advisors (Maryland)'s SCL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Stepan Co (SCL) in Q2 2019, closing a stake of 246 shares — an estimated $22K sold.

Wealthspire Advisors (Maryland) first reported a position in SCL in Q4 2017 and held it in 6 quarters. The position peaked at $22K in Q1 2019. 189 funds tracked by Wall St. Rank hold SCL as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Stepan Co position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 246 Stepan Co shares in Q2 2019, an estimated $22K.
Wealthspire Advisors (Maryland) first reported a position in Stepan Co in Q4 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Stepan Co position peaked at $22K in Q1 2019.
189 funds tracked by Wall St. Rank held Stepan Co as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.