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 -73,139	-56%	-$4.51M	0.04%	253
2013 Q3	$6.82M	Buy	131,210 +59,871	+84%	+$3.21M	0.04%	255
2013 Q2	$3.52M	Buy	+71,339	New	+$3.15M	0.04%	252

Other funds holding SFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $6.82M in Q3 2013. 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 $6.82M in Q3 2013.
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.