JMPWA
SFG

JP Morgan Private Wealth Advisors’s STANCORP FINL GRP SFG Stock Holding History

JP Morgan Private Wealth Advisors’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
2016
Q1 		– Sell
-7,624
Closed -$868K – 1342
2015
Q4 		$868K Sell
7,624
-100
-1% -$11.4K 0.01% 550
2015
Q3 		$882K Sell
7,724
-750
-9% -$78.5K 0.01% 500
2015
Q2 		$641K Sell
8,474
-336
-4% -$24.7K 0.01% 605
2015
Q1 		$604K Sell
8,810
-475
-5% -$31.6K 0.01% 658
2014
Q4 		$649K Sell
9,285
-100
-1% -$6.67K 0.01% 634
2014
Q3 		$593K Sell
9,385
-32
-0.3% -$2.03K 0.01% 643
2014
Q2 		$603K Sell
9,417
-140
-1% -$8.7K 0.01% 514
2014
Q1 		$638K Sell
9,557
-228
-2% -$15K 0.01% 499
2013
Q4 		$648K Buy
9,785
+153
+2% +$9.43K 0.01% 408
2013
Q3 		$530K Buy
9,632
+97
+1% +$5.2K 0.01% 426
2013
Q2 		$471K Buy
+9,535
New +$421K 0.01% 417

JP Morgan Private Wealth Advisors's SFG Position: Q1 2016 in Review

JP Morgan Private Wealth Advisors sold out of STANCORP FINL GRP (SFG) in Q1 2016, closing a stake of 7,624 shares — an estimated $868K sold.

JP Morgan Private Wealth Advisors first reported a position in SFG in Q2 2013 and held it in 11 quarters. The position peaked at $882K in Q3 2015. 0 funds tracked by Wall St. Rank hold SFG as of Q1 2016.

  • JP Morgan Private Wealth Advisors reported no remaining STANCORP FINL GRP position as of Q1 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,624 STANCORP FINL GRP shares in Q1 2016, an estimated $868K.
  • JP Morgan Private Wealth Advisors first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's STANCORP FINL GRP position peaked at $882K in Q3 2015.
  • 0 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q1 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2016, filed 13 May 2016.