B
SFG

Baird’s STANCORP FINL GRP SFG Stock Holding History

Baird’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
Q1 		$1.74M Sell
25,352
-124,284
-83% -$8.27M 0.02% 581
2014
Q4 		$10.5M Buy
+149,636
New +$9.98M 0.11% 204

Other funds holding SFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baird's SFG Position: Q1 2015 in Review

Baird reduced its STANCORP FINL GRP (SFG) stake by 83% in Q1 2015, selling an estimated $8.27M and leaving 25,352 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #581.

Baird first reported a position in SFG in Q4 2014 and has held it in 2 quarters since. The position peaked at $10.5M in Q4 2014. 188 funds tracked by Wall St. Rank hold SFG as of Q1 2015.

  • Baird held 25,352 shares of STANCORP FINL GRP worth $1.74M as of Q1 2015.
  • Baird sold 124,284 STANCORP FINL GRP shares in Q1 2015, an estimated $8.27M.
  • STANCORP FINL GRP made up 0.02% of Baird's portfolio in Q1 2015, its #581 holding.
  • Baird first reported a position in STANCORP FINL GRP in Q4 2014 and has held it in 2 quarters since.
  • Baird's STANCORP FINL GRP position peaked at $10.5M in Q4 2014.
  • 188 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.