Calamos Advisors
SFG

Calamos Advisors’s STANCORP FINL GRP SFG Stock Holding History

Calamos Advisors’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
-4,970
Closed -$376K – 737
2015
Q2 		$376K Hold
4,970
– – ﹤0.01% 601
2015
Q1 		$341K Buy
+4,970
New +$331K ﹤0.01% 614

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

Calamos Advisors's SFG Position: Q3 2015 in Review

Calamos Advisors sold out of STANCORP FINL GRP (SFG) in Q3 2015, closing a stake of 4,970 shares — an estimated $376K sold.

Calamos Advisors first reported a position in SFG in Q1 2015 and held it in 2 quarters. The position peaked at $376K in Q2 2015. 224 funds tracked by Wall St. Rank hold SFG as of Q3 2015.

  • Calamos Advisors reported no remaining STANCORP FINL GRP position as of Q3 2015 after selling out during the quarter.
  • Calamos Advisors sold 4,970 STANCORP FINL GRP shares in Q3 2015, an estimated $376K.
  • Calamos Advisors first reported a position in STANCORP FINL GRP in Q1 2015 and held it in 2 quarters.
  • Calamos Advisors's STANCORP FINL GRP position peaked at $376K in Q2 2015.
  • 224 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2015.

Based on Calamos Advisors's 13F filing for Q3 2015, filed 10 Nov 2015.