Hudson Edge Investment Partners’s STANCORP FINL GRP SFG Stock Holding History

Hudson Edge Investment Partners’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 Q3	–	Sell	-2,973	Closed	-$225K	–	147
2015 Q2	$225K	Sell	2,973 -741	-20%	-$54.5K	0.01%	140
2015 Q1	$255K	Sell	3,714 -1,099	-23%	-$73.1K	0.01%	138
2014 Q4	$336K	Sell	4,813 -16	-0.3%	-$1.07K	0.01%	132
2014 Q3	$305K	Sell	4,829 -40	-0.8%	-$2.53K	0.01%	133
2014 Q2	$312K	Buy	4,869 +1,130	+30%	+$70.2K	0.01%	129
2014 Q1	$250K	Sell	3,739 -250	-6%	-$16.5K	0.01%	133
2013 Q4	$264K	Sell	3,989 -995	-20%	-$61.3K	0.01%	131
2013 Q3	$274K	Sell	4,984 -70	-1%	-$3.75K	0.01%	131
2013 Q2	$250K	Buy	+5,054	New	+$223K	0.01%	136

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 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Hudson Edge Investment Partners's SFG Position: Q3 2015 in Review

Hudson Edge Investment Partners sold out of STANCORP FINL GRP (SFG) in Q3 2015, closing a stake of 2,973 shares — an estimated $225K sold.

Hudson Edge Investment Partners first reported a position in SFG in Q2 2013 and held it in 9 quarters. The position peaked at $336K in Q4 2014. 224 funds tracked by Wall St. Rank hold SFG as of Q3 2015.

Hudson Edge Investment Partners reported no remaining STANCORP FINL GRP position as of Q3 2015 after selling out during the quarter.
Hudson Edge Investment Partners sold 2,973 STANCORP FINL GRP shares in Q3 2015, an estimated $225K.
Hudson Edge Investment Partners first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 9 quarters.
Hudson Edge Investment Partners's STANCORP FINL GRP position peaked at $336K in Q4 2014.
224 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2015.

Based on Hudson Edge Investment Partners's 13F filing for Q3 2015, filed 10 Nov 2015.