BIM
SFG

BRC Investment Management’s STANCORP FINL GRP SFG Stock Holding History

BRC Investment Management’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 		– Sell
-9,608
Closed -$671K – 146
2014
Q4 		$671K Buy
+9,608
New +$641K 0.09% 70
2014
Q2 		– Sell
-9,001
Closed -$601K – 183
2014
Q1 		$601K Sell
9,001
-17
-0.2% -$1.12K 0.09% 63
2013
Q4 		$597K Buy
9,018
+59
+0.7% +$3.64K 0.1% 59
2013
Q3 		$493K Sell
8,959
-1,861
-17% -$99.7K 0.07% 87
2013
Q2 		$535K Buy
+10,820
New +$478K 0.1% 71

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

BRC Investment Management's SFG Position: Q1 2015 in Review

BRC Investment Management sold out of STANCORP FINL GRP (SFG) in Q1 2015, closing a stake of 9,608 shares — an estimated $671K sold.

BRC Investment Management first reported a position in SFG in Q2 2013 and held it in 5 quarters. The position peaked at $671K in Q4 2014. 188 funds tracked by Wall St. Rank hold SFG as of Q1 2015.

  • BRC Investment Management reported no remaining STANCORP FINL GRP position as of Q1 2015 after selling out during the quarter.
  • BRC Investment Management sold 9,608 STANCORP FINL GRP shares in Q1 2015, an estimated $671K.
  • BRC Investment Management first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 5 quarters.
  • BRC Investment Management's STANCORP FINL GRP position peaked at $671K in Q4 2014.
  • 188 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q1 2015.

Based on BRC Investment Management's 13F filing for Q1 2015, filed 5 May 2015.