1IC
SFG

1919 Investment Counsel’s STANCORP FINL GRP SFG Stock Holding History

1919 Investment Counsel’s Portfolio SFG Stock Details SFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$120K Sell
1,884
-1,050
-36% -$66.5K ﹤0.01% 604
2014
Q2 		$188K Sell
2,934
-166
-5% -$10.3K ﹤0.01% 544
2014
Q1 		$208K Hold
3,100
– – ﹤0.01% 524
2013
Q4 		$206K Hold
3,100
– – ﹤0.01% 525
2013
Q3 		$171K Hold
3,100
– – ﹤0.01% 539
2013
Q2 		$154K Buy
+3,100
New +$137K ﹤0.01% 532

Other funds holding SFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

1919 Investment Counsel's SFG Position: Q3 2014 in Review

1919 Investment Counsel reduced its STANCORP FINL GRP (SFG) stake by 36% in Q3 2014, selling an estimated $66.5K and leaving 1,884 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

1919 Investment Counsel first reported a position in SFG in Q2 2013 and has held it in 6 quarters since. The position peaked at $208K in Q1 2014. 190 funds tracked by Wall St. Rank hold SFG as of Q3 2014.

  • 1919 Investment Counsel held 1,884 shares of STANCORP FINL GRP worth $120K as of Q3 2014.
  • 1919 Investment Counsel sold 1,050 STANCORP FINL GRP shares in Q3 2014, an estimated $66.5K.
  • STANCORP FINL GRP made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #604 holding.
  • 1919 Investment Counsel first reported a position in STANCORP FINL GRP in Q2 2013 and has held it in 6 quarters since.
  • 1919 Investment Counsel's STANCORP FINL GRP position peaked at $208K in Q1 2014.
  • 190 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.