Ironwood Investment Management’s STANCORP FINL GRP SFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-50,943
| Closed | -$5.82M | – | 165 |
|
|
2015
Q3 | $5.82M | Sell |
50,943
-26,590
| -34% | -$3.04M | 2.14% | 2 |
|
|
2015
Q2 | $5.86M | Sell |
77,533
-20,462
| -21% | -$1.55M | 1.35% | 24 |
|
|
2015
Q1 | $6.72M | Sell |
97,995
-6,966
| -7% | -$478K | 1.24% | 28 |
|
|
2014
Q4 | $7.33M | Sell |
104,961
-5,697
| -5% | -$398K | 1.34% | 23 |
|
|
2014
Q3 | $6.99M | Sell |
110,658
-8,968
| -7% | -$567K | 1.26% | 32 |
|
|
2014
Q2 | $7.66M | Sell |
119,626
-20,992
| -15% | -$1.34M | 1.22% | 30 |
|
|
2014
Q1 | $9.39M | Sell |
140,618
-10,359
| -7% | -$692K | 1.36% | 22 |
|
|
2013
Q4 | $10M | Buy |
150,977
+3,433
| +2% | +$227K | 1.39% | 22 |
|
|
2013
Q3 | $8.12M | Buy |
147,544
+3,060
| +2% | +$168K | 1.27% | 34 |
|
|
2013
Q2 | $7.14M | Buy |
+144,484
| New | +$7.14M | 1.27% | 37 |
|