FMT
SFG

First Mercantile Trust’s STANCORP FINL GRP SFG Stock Holding History

First Mercantile 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
-18,580
Closed -$1.02M – 1221
2013
Q3 		$1.02M Sell
18,580
-21,220
-53% -$1.14M 0.08% 362
2013
Q2 		$1.97M Buy
+39,800
New +$1.76M 0.17% 149

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 Mercantile Trust's SFG Position: Q4 2013 in Review

First Mercantile Trust sold out of STANCORP FINL GRP (SFG) in Q4 2013, closing a stake of 18,580 shares — an estimated $1.02M sold.

First Mercantile Trust first reported a position in SFG in Q2 2013 and held it in 2 quarters. The position peaked at $1.97M in Q2 2013. 199 funds tracked by Wall St. Rank hold SFG as of Q4 2013.

  • First Mercantile Trust reported no remaining STANCORP FINL GRP position as of Q4 2013 after selling out during the quarter.
  • First Mercantile Trust sold 18,580 STANCORP FINL GRP shares in Q4 2013, an estimated $1.02M.
  • First Mercantile Trust first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 2 quarters.
  • First Mercantile Trust's STANCORP FINL GRP position peaked at $1.97M in Q2 2013.
  • 199 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2013.

Based on First Mercantile Trust's 13F filing for Q4 2013, filed 23 Jan 2014.