YorkBridge Wealth Partners’s Stepan Co SCL Stock Holding History

YorkBridge 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
2017 Q4	–	Sell	-199	Closed	-$17K	–	902
2017 Q3	$17K	Buy	199 +3	+2%	+$247	0.01%	565
2017 Q2	$17K	Buy	+196	New	+$16.5K	0.01%	555

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

YorkBridge Wealth Partners's SCL Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Stepan Co (SCL) in Q4 2017, closing a stake of 199 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in SCL in Q2 2017 and held it in 2 quarters. The position peaked at $17K in Q3 2017. 198 funds tracked by Wall St. Rank hold SCL as of Q4 2017.

YorkBridge Wealth Partners reported no remaining Stepan Co position as of Q4 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 199 Stepan Co shares in Q4 2017, an estimated $17K.
YorkBridge Wealth Partners first reported a position in Stepan Co in Q2 2017 and held it in 2 quarters.
YorkBridge Wealth Partners's Stepan Co position peaked at $17K in Q3 2017.
198 funds tracked by Wall St. Rank held Stepan Co as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.