Fiduciary Management Associates’s STANCORP FINL GRP SFG Stock Holding History

Fiduciary Management Associates’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	-364,098	Closed	-$27.5M	–	139
2015 Q2	$27.5M	Buy	364,098 +3,573	+1%	+$263K	1.62%	4
2015 Q1	$24.7M	Sell	360,525 -2,500	-0.7%	-$166K	1.48%	18
2014 Q4	$25.4M	Buy	363,025 +116,440	+47%	+$7.77M	1.58%	6
2014 Q3	$15.6M	Sell	246,585 -3,740	-1%	-$237K	1.11%	56
2014 Q2	$16M	Sell	250,325 -81,435	-25%	-$5.06M	1.06%	63
2014 Q1	$22.2M	Buy	+331,760	New	+$21.9M	1.47%	15

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

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Management Associates's SFG Position: Q3 2015 in Review

Fiduciary Management Associates sold out of STANCORP FINL GRP (SFG) in Q3 2015, closing a stake of 364,098 shares — an estimated $27.5M sold.

Fiduciary Management Associates first reported a position in SFG in Q1 2014 and held it in 6 quarters. The position peaked at $27.5M in Q2 2015. 224 funds tracked by Wall St. Rank hold SFG as of Q3 2015.

Fiduciary Management Associates reported no remaining STANCORP FINL GRP position as of Q3 2015 after selling out during the quarter.
Fiduciary Management Associates sold 364,098 STANCORP FINL GRP shares in Q3 2015, an estimated $27.5M.
Fiduciary Management Associates first reported a position in STANCORP FINL GRP in Q1 2014 and held it in 6 quarters.
Fiduciary Management Associates's STANCORP FINL GRP position peaked at $27.5M in Q2 2015.
224 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2015.

Based on Fiduciary Management Associates's 13F filing for Q3 2015, filed 10 Nov 2015.