CMBA
SFG

C.M. Bidwell & Associates’s STANCORP FINL GRP SFG Stock Holding History

C.M. Bidwell & Associates’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
Q3 		– Sell
-1,160
Closed -$88K – 305
2015
Q2 		$88K Buy
+1,160
New +$85.4K 0.02% 202

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

C.M. Bidwell & Associates's SFG Position: Q3 2015 in Review

C.M. Bidwell & Associates sold out of STANCORP FINL GRP (SFG) in Q3 2015, closing a stake of 1,160 shares — an estimated $88K sold.

C.M. Bidwell & Associates first reported a position in SFG in Q2 2015 and held it in 1 quarter. The position peaked at $88K in Q2 2015. 224 funds tracked by Wall St. Rank hold SFG as of Q3 2015.

  • C.M. Bidwell & Associates reported no remaining STANCORP FINL GRP position as of Q3 2015 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,160 STANCORP FINL GRP shares in Q3 2015, an estimated $88K.
  • C.M. Bidwell & Associates first reported a position in STANCORP FINL GRP in Q2 2015 and held it in 1 quarter.
  • C.M. Bidwell & Associates's STANCORP FINL GRP position peaked at $88K in Q2 2015.
  • 224 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2015.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2015, filed 13 Nov 2015.