KeyBank National Association’s STANCORP FINL GRP SFG Stock Holding History

KeyBank National Association’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	-3,338	Closed	-$381K	–	1192
2015 Q3	$381K	Sell	3,338 -27,516	-89%	-$2.88M	﹤0.01%	861
2015 Q2	$2.33M	Buy	30,854 +333	+1%	+$24.5K	0.02%	356
2015 Q1	$2.09M	Sell	30,521 -5,100	-14%	-$339K	0.01%	395
2014 Q4	$2.49M	Buy	35,621 +743	+2%	+$49.6K	0.02%	348
2014 Q3	$2.2M	Buy	34,878 +2,556	+8%	+$162K	0.02%	369
2014 Q2	$2.07M	Buy	32,322 +5,093	+19%	+$317K	0.01%	404
2014 Q1	$1.82M	Buy	27,229 +3,600	+15%	+$238K	0.01%	439
2013 Q4	$1.56M	Sell	23,629 -12,179	-34%	-$751K	0.01%	494
2013 Q3	$1.97M	Sell	35,808 -630,349	-95%	-$33.8M	0.01%	396
2013 Q2	$32.9M	Buy	+666,157	New	+$29.4M	0.12%	209

Other funds holding SFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

KeyBank National Association's SFG Position: Q4 2015 in Review

KeyBank National Association sold out of STANCORP FINL GRP (SFG) in Q4 2015, closing a stake of 3,338 shares — an estimated $381K sold.

KeyBank National Association first reported a position in SFG in Q2 2013 and held it in 10 quarters. The position peaked at $32.9M in Q2 2013. 219 funds tracked by Wall St. Rank hold SFG as of Q4 2015.

KeyBank National Association reported no remaining STANCORP FINL GRP position as of Q4 2015 after selling out during the quarter.
KeyBank National Association sold 3,338 STANCORP FINL GRP shares in Q4 2015, an estimated $381K.
KeyBank National Association first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 10 quarters.
KeyBank National Association's STANCORP FINL GRP position peaked at $32.9M in Q2 2013.
219 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2015.

Based on KeyBank National Association's 13F filing for Q4 2015, filed 16 Feb 2016.