ACS
SFG

Archford Capital Strategies’s STANCORP FINL GRP SFG Stock Holding History

Archford Capital Strategies’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 		– Sell
-75
Closed -$4.8K – 875
2014
Q2 		$4.8K Hold
75
– – ﹤0.01% 512
2014
Q1 		$5.01K Buy
+75
New +$4.95K ﹤0.01% 529

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

Archford Capital Strategies's SFG Position: Q3 2014 in Review

Archford Capital Strategies sold out of STANCORP FINL GRP (SFG) in Q3 2014, closing a stake of 75 shares — an estimated $4.8K sold.

Archford Capital Strategies first reported a position in SFG in Q1 2014 and held it in 2 quarters. The position peaked at $5.01K in Q1 2014. 190 funds tracked by Wall St. Rank hold SFG as of Q3 2014.

  • Archford Capital Strategies reported no remaining STANCORP FINL GRP position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 75 STANCORP FINL GRP shares in Q3 2014, an estimated $4.8K.
  • Archford Capital Strategies first reported a position in STANCORP FINL GRP in Q1 2014 and held it in 2 quarters.
  • Archford Capital Strategies's STANCORP FINL GRP position peaked at $5.01K in Q1 2014.
  • 190 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.