AJO LP’s STANCORP FINL GRP SFG Stock Holding History

AJO LP’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 Q1	–	Sell	-12,800	Closed	-$848K	–	493
2013 Q4	$848K	Sell	12,800 -189,300	-94%	-$11.7M	﹤0.01%	384
2013 Q3	$11.1M	Buy	+202,100	New	+$10.8M	0.05%	179

Other funds holding SFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

RIM

RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

AJO LP's SFG Position: Q1 2014 in Review

AJO LP sold out of STANCORP FINL GRP (SFG) in Q1 2014, closing a stake of 12,800 shares — an estimated $848K sold.

AJO LP first reported a position in SFG in Q3 2013 and held it in 2 quarters. The position peaked at $11.1M in Q3 2013. 201 funds tracked by Wall St. Rank hold SFG as of Q1 2014.

AJO LP reported no remaining STANCORP FINL GRP position as of Q1 2014 after selling out during the quarter.
AJO LP sold 12,800 STANCORP FINL GRP shares in Q1 2014, an estimated $848K.
AJO LP first reported a position in STANCORP FINL GRP in Q3 2013 and held it in 2 quarters.
AJO LP's STANCORP FINL GRP position peaked at $11.1M in Q3 2013.
201 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q1 2014.

Based on AJO LP's 13F filing for Q1 2014, filed 14 May 2014.