Envestnet Asset Management
SFG

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

Envestnet 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
2014
Q4 		– Sell
-39
Closed -$2K – 2883
2014
Q3 		$2K Sell
39
-37
-49% -$2.34K ﹤0.01% 2573
2014
Q2 		$5K Buy
76
+37
+95% +$2.3K ﹤0.01% 2324
2014
Q1 		$3K Sell
39
-79
-67% -$5.21K ﹤0.01% 2253
2013
Q4 		$8K Sell
118
-36
-23% -$2.22K ﹤0.01% 1858
2013
Q3 		$8K Buy
154
+38
+33% +$2.04K ﹤0.01% 1801
2013
Q2 		$6K Buy
+116
New +$5.13K ﹤0.01% 1854

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

Envestnet Asset Management's SFG Position: Q4 2014 in Review

Envestnet Asset Management sold out of STANCORP FINL GRP (SFG) in Q4 2014, closing a stake of 39 shares — an estimated $2K sold.

Envestnet Asset Management first reported a position in SFG in Q2 2013 and held it in 6 quarters. The position peaked at $8K in Q4 2013. 194 funds tracked by Wall St. Rank hold SFG as of Q4 2014.

  • Envestnet Asset Management reported no remaining STANCORP FINL GRP position as of Q4 2014 after selling out during the quarter.
  • Envestnet Asset Management sold 39 STANCORP FINL GRP shares in Q4 2014, an estimated $2K.
  • Envestnet Asset Management first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 6 quarters.
  • Envestnet Asset Management's STANCORP FINL GRP position peaked at $8K in Q4 2013.
  • 194 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2014.

Based on Envestnet Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.