FCBT
SFG

First Citizens Bank & Trust’s STANCORP FINL GRP SFG Stock Holding History

First Citizens Bank & Trust’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
2013
Q4 		– Sell
-4,170
Closed -$229K – 968
2013
Q3 		$229K Buy
+4,170
New +$223K 0.01% 995

Other funds holding SFG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

First Citizens Bank & Trust's SFG Position: Q4 2013 in Review

First Citizens Bank & Trust sold out of STANCORP FINL GRP (SFG) in Q4 2013, closing a stake of 4,170 shares — an estimated $229K sold.

First Citizens Bank & Trust first reported a position in SFG in Q3 2013 and held it in 1 quarter. The position peaked at $229K in Q3 2013. 199 funds tracked by Wall St. Rank hold SFG as of Q4 2013.

  • First Citizens Bank & Trust reported no remaining STANCORP FINL GRP position as of Q4 2013 after selling out during the quarter.
  • First Citizens Bank & Trust sold 4,170 STANCORP FINL GRP shares in Q4 2013, an estimated $229K.
  • First Citizens Bank & Trust first reported a position in STANCORP FINL GRP in Q3 2013 and held it in 1 quarter.
  • First Citizens Bank & Trust's STANCORP FINL GRP position peaked at $229K in Q3 2013.
  • 199 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2013.

Based on First Citizens Bank & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.