ACP
SFG

Aviance Capital Partners’s STANCORP FINL GRP SFG Stock Holding History

Aviance Capital 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
2014
Q1 		– Sell
-11,560
Closed -$766K – 230
2013
Q4 		$766K Buy
11,560
+1,157
+11% +$71.3K 0.32% 85
2013
Q3 		$572K Buy
10,403
+1,553
+18% +$83.2K 0.27% 102
2013
Q2 		$437K Buy
+8,850
New +$391K 0.24% 118

Other funds holding SFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
SB
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aviance Capital Partners's SFG Position: Q1 2014 in Review

Aviance Capital Partners sold out of STANCORP FINL GRP (SFG) in Q1 2014, closing a stake of 11,560 shares — an estimated $766K sold.

Aviance Capital Partners first reported a position in SFG in Q2 2013 and held it in 3 quarters. The position peaked at $766K in Q4 2013. 201 funds tracked by Wall St. Rank hold SFG as of Q1 2014.

  • Aviance Capital Partners reported no remaining STANCORP FINL GRP position as of Q1 2014 after selling out during the quarter.
  • Aviance Capital Partners sold 11,560 STANCORP FINL GRP shares in Q1 2014, an estimated $766K.
  • Aviance Capital Partners first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 3 quarters.
  • Aviance Capital Partners's STANCORP FINL GRP position peaked at $766K in Q4 2013.
  • 201 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q1 2014.

Based on Aviance Capital Partners's 13F filing for Q1 2014, filed 29 Apr 2014.