GH
SFG

GAM Holding’s STANCORP FINL GRP SFG Stock Holding History

GAM Holding’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
2014
Q3 		– Sell
-44,148
Closed -$2.83M – 1126
2014
Q2 		$2.83M Sell
44,148
-19,553
-31% -$1.22M 0.04% 406
2014
Q1 		$4.25M Sell
63,701
-62,753
-50% -$4.14M 0.07% 315
2013
Q4 		$8.38M Buy
126,454
+96,754
+326% +$5.96M 0.15% 176
2013
Q3 		$1.63M Hold
29,700
– – 0.03% 517
2013
Q2 		$1.47M Buy
+29,700
New +$1.31M 0.03% 463

Other funds holding SFG

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

GAM Holding's SFG Position: Q3 2014 in Review

GAM Holding sold out of STANCORP FINL GRP (SFG) in Q3 2014, closing a stake of 44,148 shares — an estimated $2.83M sold.

GAM Holding first reported a position in SFG in Q2 2013 and held it in 5 quarters. The position peaked at $8.38M in Q4 2013. 190 funds tracked by Wall St. Rank hold SFG as of Q3 2014.

  • GAM Holding reported no remaining STANCORP FINL GRP position as of Q3 2014 after selling out during the quarter.
  • GAM Holding sold 44,148 STANCORP FINL GRP shares in Q3 2014, an estimated $2.83M.
  • GAM Holding first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 5 quarters.
  • GAM Holding's STANCORP FINL GRP position peaked at $8.38M in Q4 2013.
  • 190 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2014.

Based on GAM Holding's 13F filing for Q3 2014, filed 12 Nov 2014.