HRC
SFG

Hoertkorn Richard Charles’s STANCORP FINL GRP SFG Stock Holding History

Hoertkorn Richard Charles’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
-160
Closed -$10K – 100
2014
Q2 		$10K Hold
160
– – 0.01% 83
2014
Q1 		$11K Hold
160
– – 0.01% 82
2013
Q4 		$11K Buy
+160
New +$9.86K 0.01% 84

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

Hoertkorn Richard Charles's SFG Position: Q3 2014 in Review

Hoertkorn Richard Charles sold out of STANCORP FINL GRP (SFG) in Q3 2014, closing a stake of 160 shares — an estimated $10K sold.

Hoertkorn Richard Charles first reported a position in SFG in Q4 2013 and held it in 3 quarters. The position peaked at $11K in Q1 2014. 190 funds tracked by Wall St. Rank hold SFG as of Q3 2014.

  • Hoertkorn Richard Charles reported no remaining STANCORP FINL GRP position as of Q3 2014 after selling out during the quarter.
  • Hoertkorn Richard Charles sold 160 STANCORP FINL GRP shares in Q3 2014, an estimated $10K.
  • Hoertkorn Richard Charles first reported a position in STANCORP FINL GRP in Q4 2013 and held it in 3 quarters.
  • Hoertkorn Richard Charles's STANCORP FINL GRP position peaked at $11K in Q1 2014.
  • 190 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2014.

Based on Hoertkorn Richard Charles's 13F filing for Q3 2014, filed 28 Oct 2014.