AHL Partners’s STANCORP FINL GRP SFG Stock Holding History

AHL Partners’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
2015 Q3	–	Sell	-51,373	Closed	-$3.88M	–	883
2015 Q2	$3.88M	Sell	51,373 -9,309	-15%	-$685K	0.15%	298
2015 Q1	$4.16M	Sell	60,682 -11,160	-16%	-$743K	0.17%	255
2014 Q4	$5.02M	Sell	71,842 -4,195	-6%	-$280K	0.26%	58
2014 Q3	$4.8M	Buy	+76,037	New	+$4.81M	0.37%	68

Other funds holding SFG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHL Partners's SFG Position: Q3 2015 in Review

AHL Partners sold out of STANCORP FINL GRP (SFG) in Q3 2015, closing a stake of 51,373 shares — an estimated $3.88M sold.

AHL Partners first reported a position in SFG in Q3 2014 and held it in 4 quarters. The position peaked at $5.02M in Q4 2014. 224 funds tracked by Wall St. Rank hold SFG as of Q3 2015.

AHL Partners reported no remaining STANCORP FINL GRP position as of Q3 2015 after selling out during the quarter.
AHL Partners sold 51,373 STANCORP FINL GRP shares in Q3 2015, an estimated $3.88M.
AHL Partners first reported a position in STANCORP FINL GRP in Q3 2014 and held it in 4 quarters.
AHL Partners's STANCORP FINL GRP position peaked at $5.02M in Q4 2014.
224 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2015.

Based on AHL Partners's 13F filing for Q3 2015, filed 16 Nov 2015.