FA
SFG

FDx Advisors’s STANCORP FINL GRP SFG Stock Holding History

FDx 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
2015
Q3 		– Sell
-11,829
Closed -$894K – 955
2015
Q2 		$894K Sell
11,829
-71
-0.6% -$5.22K 0.04% 371
2015
Q1 		$814K Buy
11,900
+34
+0.3% +$2.26K 0.02% 687
2014
Q4 		$829K Sell
11,866
-3,304
-22% -$220K 0.05% 367
2014
Q3 		$958K Buy
15,170
+1,591
+12% +$101K 0.06% 340
2014
Q2 		$869K Buy
13,579
+347
+3% +$21.6K 0.06% 371
2014
Q1 		$884K Buy
13,232
+719
+6% +$47.4K 0.07% 274
2013
Q4 		$829K Buy
+12,513
New +$771K 0.08% 235

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 $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDx Advisors's SFG Position: Q3 2015 in Review

FDx Advisors sold out of STANCORP FINL GRP (SFG) in Q3 2015, closing a stake of 11,829 shares — an estimated $894K sold.

FDx Advisors first reported a position in SFG in Q4 2013 and held it in 7 quarters. The position peaked at $958K in Q3 2014. 224 funds tracked by Wall St. Rank hold SFG as of Q3 2015.

  • FDx Advisors reported no remaining STANCORP FINL GRP position as of Q3 2015 after selling out during the quarter.
  • FDx Advisors sold 11,829 STANCORP FINL GRP shares in Q3 2015, an estimated $894K.
  • FDx Advisors first reported a position in STANCORP FINL GRP in Q4 2013 and held it in 7 quarters.
  • FDx Advisors's STANCORP FINL GRP position peaked at $958K in Q3 2014.
  • 224 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2015.

Based on FDx Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.