JIM
SFG

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

Jupiter 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
Q1 		– Sell
-58,626
Closed -$4.09M – 461
2014
Q4 		$4.09M Buy
58,626
+4,311
+8% +$288K 0.15% 136
2014
Q3 		$3.43M Sell
54,315
-45,104
-45% -$2.86M 0.17% 119
2014
Q2 		$6.36M Sell
99,419
-17,779
-15% -$1.11M 0.36% 85
2014
Q1 		$7.83M Sell
117,198
-11,074
-9% -$731K 0.53% 63
2013
Q4 		$8.5M Buy
128,272
+98,707
+334% +$6.08M 0.72% 45
2013
Q3 		$1.63M Buy
+29,565
New +$1.58M 0.15% 180

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 $481B AUM 30.42% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jupiter Investment Management's SFG Position: Q1 2015 in Review

Jupiter Investment Management sold out of STANCORP FINL GRP (SFG) in Q1 2015, closing a stake of 58,626 shares — an estimated $4.09M sold.

Jupiter Investment Management first reported a position in SFG in Q3 2013 and held it in 6 quarters. The position peaked at $8.5M in Q4 2013. 188 funds tracked by Wall St. Rank hold SFG as of Q1 2015.

  • Jupiter Investment Management reported no remaining STANCORP FINL GRP position as of Q1 2015 after selling out during the quarter.
  • Jupiter Investment Management sold 58,626 STANCORP FINL GRP shares in Q1 2015, an estimated $4.09M.
  • Jupiter Investment Management first reported a position in STANCORP FINL GRP in Q3 2013 and held it in 6 quarters.
  • Jupiter Investment Management's STANCORP FINL GRP position peaked at $8.5M in Q4 2013.
  • 188 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q1 2015.

Based on Jupiter Investment Management's 13F filing for Q1 2015, filed 13 May 2015.