EAM
SFG

Edge Asset Management’s STANCORP FINL GRP SFG Stock Holding History

Edge Asset Management’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
Q2 		– Sell
-34,521
Closed -$2.37M – 299
2015
Q1 		$2.37M Sell
34,521
-22,000
-39% -$1.46M 0.02% 265
2014
Q4 		$3.95M Sell
56,521
-400
-0.7% -$26.7K 0.04% 265
2014
Q3 		$3.6M Sell
56,921
-50
-0.1% -$3.17K 0.04% 263
2014
Q2 		$3.65M Sell
56,971
-700
-1% -$43.5K 0.04% 263
2014
Q1 		$3.85M Sell
57,671
-400
-0.7% -$26.4K 0.04% 260
2013
Q4 		$3.85M Sell
58,071
-1,800
-3% -$111K 0.04% 253
2013
Q3 		$3.29M Sell
59,871
-11,468
-16% -$614K 0.04% 253
2013
Q2 		$3.52M Buy
+71,339
New +$3.15M 0.04% 252

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 $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $55.1B AUM 45.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edge Asset Management's SFG Position: Q2 2015 in Review

Edge Asset Management sold out of STANCORP FINL GRP (SFG) in Q2 2015, closing a stake of 34,521 shares — an estimated $2.37M sold.

Edge Asset Management first reported a position in SFG in Q2 2013 and held it in 8 quarters. The position peaked at $3.95M in Q4 2014. 191 funds tracked by Wall St. Rank hold SFG as of Q2 2015.

  • Edge Asset Management reported no remaining STANCORP FINL GRP position as of Q2 2015 after selling out during the quarter.
  • Edge Asset Management sold 34,521 STANCORP FINL GRP shares in Q2 2015, an estimated $2.37M.
  • Edge Asset Management first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 8 quarters.
  • Edge Asset Management's STANCORP FINL GRP position peaked at $3.95M in Q4 2014.
  • 191 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q2 2015.

Based on Edge Asset Management's 13F filing for Q2 2015, filed 10 Aug 2015.