LIA
SFG

LBMC Investment Advisors’s STANCORP FINL GRP SFG Stock Holding History

LBMC Investment 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
2014
Q1 		– Sell
-3,027
Closed -$201K – 51
2013
Q4 		$201K Buy
+3,027
New +$187K 0.05% 48

Other funds holding SFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LBMC Investment Advisors's SFG Position: Q1 2014 in Review

LBMC Investment Advisors sold out of STANCORP FINL GRP (SFG) in Q1 2014, closing a stake of 3,027 shares — an estimated $201K sold.

LBMC Investment Advisors first reported a position in SFG in Q4 2013 and held it in 1 quarter. The position peaked at $201K in Q4 2013. 201 funds tracked by Wall St. Rank hold SFG as of Q1 2014.

  • LBMC Investment Advisors reported no remaining STANCORP FINL GRP position as of Q1 2014 after selling out during the quarter.
  • LBMC Investment Advisors sold 3,027 STANCORP FINL GRP shares in Q1 2014, an estimated $201K.
  • LBMC Investment Advisors first reported a position in STANCORP FINL GRP in Q4 2013 and held it in 1 quarter.
  • LBMC Investment Advisors's STANCORP FINL GRP position peaked at $201K in Q4 2013.
  • 201 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q1 2014.

Based on LBMC Investment Advisors's 13F filing for Q1 2014, filed 1 May 2014.