CAW
SFG

Cornerstone Advisors (Washington)’s STANCORP FINL GRP SFG Stock Holding History

Cornerstone Advisors (Washington)’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
-14
Closed -$1K – 386
2013
Q3 		$1K Hold
14
– – ﹤0.01% 335
2013
Q2 		$1K Buy
+14
New +$619 ﹤0.01% 288

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

Cornerstone Advisors (Washington)'s SFG Position: Q4 2013 in Review

Cornerstone Advisors (Washington) sold out of STANCORP FINL GRP (SFG) in Q4 2013, closing a stake of 14 shares — an estimated $1K sold.

Cornerstone Advisors (Washington) first reported a position in SFG in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q3 2013. 199 funds tracked by Wall St. Rank hold SFG as of Q4 2013.

  • Cornerstone Advisors (Washington) reported no remaining STANCORP FINL GRP position as of Q4 2013 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 14 STANCORP FINL GRP shares in Q4 2013, an estimated $1K.
  • Cornerstone Advisors (Washington) first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 2 quarters.
  • Cornerstone Advisors (Washington)'s STANCORP FINL GRP position peaked at $1K in Q3 2013.
  • 199 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2013.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q4 2013, filed 24 Jan 2014.