WOC
SCS

West Oak Capital’s Steelcase SCS Stock Holding History

West Oak Capital’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,643
Closed -$22.8K – 372
2016
Q3 		$22.8K Sell
1,643
-256
-13% -$3.65K 0.02% 236
2016
Q2 		$25.8K Buy
+1,899
New +$28.7K 0.02% 213

Other funds holding SCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

West Oak Capital's SCS Position: Q4 2016 in Review

West Oak Capital sold out of Steelcase (SCS) in Q4 2016, closing a stake of 1,643 shares — an estimated $22.8K sold.

West Oak Capital first reported a position in SCS in Q2 2016 and held it in 2 quarters. The position peaked at $25.8K in Q2 2016. 201 funds tracked by Wall St. Rank hold SCS as of Q4 2016.

  • West Oak Capital reported no remaining Steelcase position as of Q4 2016 after selling out during the quarter.
  • West Oak Capital sold 1,643 Steelcase shares in Q4 2016, an estimated $22.8K.
  • West Oak Capital first reported a position in Steelcase in Q2 2016 and held it in 2 quarters.
  • West Oak Capital's Steelcase position peaked at $25.8K in Q2 2016.
  • 201 funds tracked by Wall St. Rank held Steelcase as of Q4 2016.

Based on West Oak Capital's 13F filing for Q4 2016, filed 4 Jan 2017.