DIA
SFG

Denver Investment Advisors’s STANCORP FINL GRP SFG Stock Holding History

Denver Investment 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
2014
Q4 		– Sell
-255,092
Closed -$16.1M – 666
2014
Q3 		$16.1M Sell
255,092
-104,807
-29% -$6.64M 0.53% 62
2014
Q2 		$23M Sell
359,899
-8,451
-2% -$525K 0.7% 44
2014
Q1 		$24.6M Sell
368,350
-20,082
-5% -$1.33M 0.72% 36
2013
Q4 		$25.7K Sell
388,432
-92,655
-19% -$5.71M 0.73% 27
2013
Q3 		$26.5M Sell
481,087
-29,963
-6% -$1.6M 0.56% 46
2013
Q2 		$25.3M Buy
+511,050
New +$22.6M 0.58% 43

Other funds holding SFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

Denver Investment Advisors's SFG Position: Q4 2014 in Review

Denver Investment Advisors sold out of STANCORP FINL GRP (SFG) in Q4 2014, closing a stake of 255,092 shares — an estimated $16.1M sold.

Denver Investment Advisors first reported a position in SFG in Q2 2013 and held it in 6 quarters. The position peaked at $26.5M in Q3 2013. 194 funds tracked by Wall St. Rank hold SFG as of Q4 2014.

  • Denver Investment Advisors reported no remaining STANCORP FINL GRP position as of Q4 2014 after selling out during the quarter.
  • Denver Investment Advisors sold 255,092 STANCORP FINL GRP shares in Q4 2014, an estimated $16.1M.
  • Denver Investment Advisors first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 6 quarters.
  • Denver Investment Advisors's STANCORP FINL GRP position peaked at $26.5M in Q3 2013.
  • 194 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2014.

Based on Denver Investment Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.