BF
SFG

BOK Financial’s STANCORP FINL GRP SFG Stock Holding History

BOK Financial’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
Q4 		– Sell
-4,058
Closed -$256K – 863
2014
Q3 		$256K Sell
4,058
-6,247
-61% -$396K 0.01% 749
2014
Q2 		$660K Buy
10,305
+10
+0.1% +$622 0.02% 551
2014
Q1 		$688K Buy
10,295
+783
+8% +$51.7K 0.02% 536
2013
Q4 		$630K Sell
9,512
-1,797
-16% -$111K 0.02% 558
2013
Q3 		$622K Buy
11,309
+7,147
+172% +$383K 0.02% 519
2013
Q2 		$206K Buy
+4,162
New +$184K 0.01% 765

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

BOK Financial's SFG Position: Q4 2014 in Review

BOK Financial sold out of STANCORP FINL GRP (SFG) in Q4 2014, closing a stake of 4,058 shares — an estimated $256K sold.

BOK Financial first reported a position in SFG in Q2 2013 and held it in 6 quarters. The position peaked at $688K in Q1 2014. 194 funds tracked by Wall St. Rank hold SFG as of Q4 2014.

  • BOK Financial reported no remaining STANCORP FINL GRP position as of Q4 2014 after selling out during the quarter.
  • BOK Financial sold 4,058 STANCORP FINL GRP shares in Q4 2014, an estimated $256K.
  • BOK Financial first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 6 quarters.
  • BOK Financial's STANCORP FINL GRP position peaked at $688K in Q1 2014.
  • 194 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2014.

Based on BOK Financial's 13F filing for Q4 2014, filed 12 Feb 2015.