IIM
SFG

Ironwood Investment Management’s STANCORP FINL GRP SFG Stock Holding History

Ironwood Investment Management’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
-50,943
Closed -$5.82M – 165
2015
Q3 		$5.82M Sell
50,943
-26,590
-34% -$2.78M 2.14% 2
2015
Q2 		$5.86M Sell
77,533
-20,462
-21% -$1.51M 1.35% 24
2015
Q1 		$6.72M Sell
97,995
-6,966
-7% -$463K 1.24% 28
2014
Q4 		$7.33M Sell
104,961
-5,697
-5% -$380K 1.34% 23
2014
Q3 		$6.99M Sell
110,658
-8,968
-7% -$568K 1.26% 32
2014
Q2 		$7.66M Sell
119,626
-20,992
-15% -$1.3M 1.22% 30
2014
Q1 		$9.39M Sell
140,618
-10,359
-7% -$684K 1.36% 22
2013
Q4 		$10M Buy
150,977
+3,433
+2% +$212K 1.39% 22
2013
Q3 		$8.12M Buy
147,544
+3,060
+2% +$164K 1.27% 34
2013
Q2 		$7.14M Buy
+144,484
New +$6.39M 1.27% 37

Other funds holding SFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Ironwood Investment Management's SFG Position: Q4 2015 in Review

Ironwood Investment Management sold out of STANCORP FINL GRP (SFG) in Q4 2015, closing a stake of 50,943 shares — an estimated $5.82M sold.

Ironwood Investment Management first reported a position in SFG in Q2 2013 and held it in 10 quarters. The position peaked at $10M in Q4 2013. 219 funds tracked by Wall St. Rank hold SFG as of Q4 2015.

  • Ironwood Investment Management reported no remaining STANCORP FINL GRP position as of Q4 2015 after selling out during the quarter.
  • Ironwood Investment Management sold 50,943 STANCORP FINL GRP shares in Q4 2015, an estimated $5.82M.
  • Ironwood Investment Management first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 10 quarters.
  • Ironwood Investment Management's STANCORP FINL GRP position peaked at $10M in Q4 2013.
  • 219 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2015.

Based on Ironwood Investment Management's 13F filing for Q4 2015, filed 21 Jan 2016.