Whittier Trust’s Stepan Co SCL Stock Holding History

Whittier Trust’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
2017 Q4	–	Sell	-63	Closed	-$5K	–	1341
2017 Q3	$5K	Buy	+63	New	+$5.18K	﹤0.01%	1139
2015 Q2	–	Sell	-125	Closed	-$5K	–	1270
2015 Q1	$5K	Buy	+125	New	+$4.98K	﹤0.01%	1113

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Whittier Trust's SCL Position: Q4 2017 in Review

Whittier Trust sold out of Stepan Co (SCL) in Q4 2017, closing a stake of 63 shares — an estimated $5K sold.

Whittier Trust first reported a position in SCL in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q3 2017. 198 funds tracked by Wall St. Rank hold SCL as of Q4 2017.

Whittier Trust reported no remaining Stepan Co position as of Q4 2017 after selling out during the quarter.
Whittier Trust sold 63 Stepan Co shares in Q4 2017, an estimated $5K.
Whittier Trust first reported a position in Stepan Co in Q1 2015 and held it in 2 quarters.
Whittier Trust's Stepan Co position peaked at $5K in Q3 2017.
198 funds tracked by Wall St. Rank held Stepan Co as of Q4 2017.

Based on Whittier Trust's 13F filing for Q4 2017, filed 7 Feb 2018.