GSC
SFG

Ground Swell Capital’s STANCORP FINL GRP SFG Stock Holding History

Ground Swell Capital’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 		$23K Buy
+357
New +$22.6K 0.04% 480

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

Ground Swell Capital's SFG Position: Q3 2014 in Review

Ground Swell Capital opened a new position in STANCORP FINL GRP (SFG) in Q3 2014: 357 shares worth $23K. The stake represents 0.04% of the portfolio and ranks #480 among its holdings.

190 funds tracked by Wall St. Rank hold SFG as of Q3 2014.

  • Ground Swell Capital held 357 shares of STANCORP FINL GRP worth $23K as of Q3 2014.
  • STANCORP FINL GRP was a new Ground Swell Capital position in Q3 2014.
  • STANCORP FINL GRP made up 0.04% of Ground Swell Capital's portfolio in Q3 2014, its #480 holding.
  • 190 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.