Fiduciary Management Associates’s STANCORP FINL GRP SFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-364,098
| Closed | -$27.5M | – | 139 |
|
|
2015
Q2 | $27.5M | Buy |
364,098
+3,573
| +1% | +$270K | 1.62% | 4 |
|
|
2015
Q1 | $24.7M | Sell |
360,525
-2,500
| -0.7% | -$172K | 1.48% | 18 |
|
|
2014
Q4 | $25.4M | Buy |
363,025
+116,440
| +47% | +$8.13M | 1.58% | 6 |
|
|
2014
Q3 | $15.6M | Sell |
246,585
-3,740
| -1% | -$236K | 1.11% | 56 |
|
|
2014
Q2 | $16M | Sell |
250,325
-81,435
| -25% | -$5.21M | 1.06% | 63 |
|
|
2014
Q1 | $22.2M | Buy |
+331,760
| New | +$22.2M | 1.47% | 15 |
|