Capital Fund Management (CFM)
SFG

Capital Fund Management (CFM)’s STANCORP FINL GRP SFG Stock Holding History

Capital Fund Management (CFM)’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
2013
Q4 		– Sell
-15,382
Closed -$846K – 1952
2013
Q3 		$846K Buy
15,382
+10,804
+236% +$579K 0.01% 939
2013
Q2 		$226K Buy
+4,578
New +$202K ﹤0.01% 1217

Other funds holding SFG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Fund Management (CFM)'s SFG Position: Q4 2013 in Review

Capital Fund Management (CFM) sold out of STANCORP FINL GRP (SFG) in Q4 2013, closing a stake of 15,382 shares — an estimated $846K sold.

Capital Fund Management (CFM) first reported a position in SFG in Q2 2013 and held it in 2 quarters. The position peaked at $846K in Q3 2013. 199 funds tracked by Wall St. Rank hold SFG as of Q4 2013.

  • Capital Fund Management (CFM) reported no remaining STANCORP FINL GRP position as of Q4 2013 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 15,382 STANCORP FINL GRP shares in Q4 2013, an estimated $846K.
  • Capital Fund Management (CFM) first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 2 quarters.
  • Capital Fund Management (CFM)'s STANCORP FINL GRP position peaked at $846K in Q3 2013.
  • 199 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2013.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2013, filed 31 Jan 2014.