MIAN
SFG

Mariner Independent Advisor Network’s STANCORP FINL GRP SFG Stock Holding History

Mariner Independent Advisor Network’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
-3,628
Closed -$253K – 177
2014
Q4 		$253K Hold
3,628
– – 0.12% 139
2014
Q3 		$229K Hold
3,628
– – 0.12% 117
2014
Q2 		$232K Buy
+3,628
New +$225K 0.11% 117

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

Mariner Independent Advisor Network's SFG Position: Q1 2015 in Review

Mariner Independent Advisor Network sold out of STANCORP FINL GRP (SFG) in Q1 2015, closing a stake of 3,628 shares — an estimated $253K sold.

Mariner Independent Advisor Network first reported a position in SFG in Q2 2014 and held it in 3 quarters. The position peaked at $253K in Q4 2014. 188 funds tracked by Wall St. Rank hold SFG as of Q1 2015.

  • Mariner Independent Advisor Network reported no remaining STANCORP FINL GRP position as of Q1 2015 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 3,628 STANCORP FINL GRP shares in Q1 2015, an estimated $253K.
  • Mariner Independent Advisor Network first reported a position in STANCORP FINL GRP in Q2 2014 and held it in 3 quarters.
  • Mariner Independent Advisor Network's STANCORP FINL GRP position peaked at $253K in Q4 2014.
  • 188 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q1 2015.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2015, filed 15 May 2015.