Alpha Windward’s STANCORP FINL GRP SFG Stock Holding History

Alpha Windward’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 Q4	–	Sell	-429	Closed	-$49K	–	503
2015 Q3	$49K	Hold	429	–	–	0.04%	307
2015 Q2	$32K	Buy	429 +31	+8%	+$2.28K	0.02%	331
2015 Q1	$27K	Hold	398	–	–	0.02%	365
2014 Q4	$28K	Buy	+398	New	+$26.5K	0.02%	345

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

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

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

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Alpha Windward's SFG Position: Q4 2015 in Review

Alpha Windward sold out of STANCORP FINL GRP (SFG) in Q4 2015, closing a stake of 429 shares — an estimated $49K sold.

Alpha Windward first reported a position in SFG in Q4 2014 and held it in 4 quarters. The position peaked at $49K in Q3 2015. 219 funds tracked by Wall St. Rank hold SFG as of Q4 2015.

Alpha Windward reported no remaining STANCORP FINL GRP position as of Q4 2015 after selling out during the quarter.
Alpha Windward sold 429 STANCORP FINL GRP shares in Q4 2015, an estimated $49K.
Alpha Windward first reported a position in STANCORP FINL GRP in Q4 2014 and held it in 4 quarters.
Alpha Windward's STANCORP FINL GRP position peaked at $49K in Q3 2015.
219 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2015.

Based on Alpha Windward's 13F filing for Q4 2015, filed 15 Jan 2016.