HSBC Holdings’s STANCORP FINL GRP SFG Stock Holding History

HSBC Holdings’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
2015 Q4	–	Sell	-2,451	Closed	-$280K	–	2307
2015 Q3	$280K	Buy	+2,451	New	+$257K	﹤0.01%	1652
2015 Q2	–	Sell	-3,027	Closed	-$208K	–	2378
2015 Q1	$208K	Buy	+3,027	New	+$201K	﹤0.01%	1911

Other funds holding SFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

HSBC Holdings's SFG Position: Q4 2015 in Review

HSBC Holdings sold out of STANCORP FINL GRP (SFG) in Q4 2015, closing a stake of 2,451 shares — an estimated $280K sold.

HSBC Holdings first reported a position in SFG in Q1 2015 and held it in 2 quarters. The position peaked at $280K in Q3 2015. 219 funds tracked by Wall St. Rank hold SFG as of Q4 2015.

HSBC Holdings reported no remaining STANCORP FINL GRP position as of Q4 2015 after selling out during the quarter.
HSBC Holdings sold 2,451 STANCORP FINL GRP shares in Q4 2015, an estimated $280K.
HSBC Holdings first reported a position in STANCORP FINL GRP in Q1 2015 and held it in 2 quarters.
HSBC Holdings's STANCORP FINL GRP position peaked at $280K in Q3 2015.
219 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2015.

Based on HSBC Holdings's 13F filing for Q4 2015, filed 12 Feb 2016.