Creative Planning’s STANCORP FINL GRP SFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-696
Closed -$79K 4758
2015
Q4
$79K Hold
696
﹤0.01% 1783
2015
Q3
$79K Buy
+696
New +$72.9K ﹤0.01% 1732
2015
Q2
Sell
-1,000
Closed -$69K 3920
2015
Q1
$69K Hold
1,000
﹤0.01% 1792
2014
Q4
$70K Hold
1,000
﹤0.01% 1776
2014
Q3
$63K Buy
1,000
+524
+110% +$33.2K ﹤0.01% 1766
2014
Q2
$30K Hold
476
﹤0.01% 2239
2014
Q1
$32K Hold
476
﹤0.01% 2108
2013
Q4
$32K Hold
476
﹤0.01% 1914
2013
Q3
$26K Hold
476
﹤0.01% 1949
2013
Q2
$24K Buy
+476
New +$21K ﹤0.01% 1833

Creative Planning's SFG Position: Q1 2016 in Review

Creative Planning sold out of STANCORP FINL GRP (SFG) in Q1 2016, closing a stake of 696 shares — an estimated $79K sold.

Creative Planning first reported a position in SFG in Q2 2013 and held it in 10 quarters. The position peaked at $79K in Q4 2015. 0 funds tracked by Wall St. Rank hold SFG as of Q1 2016.

  • Creative Planning reported no remaining STANCORP FINL GRP position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 696 STANCORP FINL GRP shares in Q1 2016, an estimated $79K.
  • Creative Planning first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 10 quarters.
  • Creative Planning's STANCORP FINL GRP position peaked at $79K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.