IRS
SFG

Invictus RG (Singapore)’s STANCORP FINL GRP SFG Stock Holding History

Invictus RG (Singapore)’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
Q2 		– Sell
-794
Closed -$53K – 783
2014
Q1 		$53K Sell
794
-1,868
-70% -$123K 0.06% 352
2013
Q4 		$176K Buy
2,662
+1,878
+240% +$116K 0.12% 298
2013
Q3 		$43K Buy
+784
New +$42K 0.04% 451

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

Invictus RG (Singapore)'s SFG Position: Q2 2014 in Review

Invictus RG (Singapore) sold out of STANCORP FINL GRP (SFG) in Q2 2014, closing a stake of 794 shares — an estimated $53K sold.

Invictus RG (Singapore) first reported a position in SFG in Q3 2013 and held it in 3 quarters. The position peaked at $176K in Q4 2013. 193 funds tracked by Wall St. Rank hold SFG as of Q2 2014.

  • Invictus RG (Singapore) reported no remaining STANCORP FINL GRP position as of Q2 2014 after selling out during the quarter.
  • Invictus RG (Singapore) sold 794 STANCORP FINL GRP shares in Q2 2014, an estimated $53K.
  • Invictus RG (Singapore) first reported a position in STANCORP FINL GRP in Q3 2013 and held it in 3 quarters.
  • Invictus RG (Singapore)'s STANCORP FINL GRP position peaked at $176K in Q4 2013.
  • 193 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q2 2014.

Based on Invictus RG (Singapore)'s 13F filing for Q2 2014, filed 14 Aug 2014.