MWR
SFG

McAdams Wright Ragen’s STANCORP FINL GRP SFG Stock Holding History

McAdams Wright Ragen’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
Q3 		$11.1M Sell
175,331
-3,992
-2% -$253K 0.62% 42
2014
Q2 		$11.5M Buy
179,323
+767
+0.4% +$47.7K 0.64% 43
2014
Q1 		$11.9M Sell
178,556
-4,100
-2% -$271K 0.74% 37
2013
Q4 		$12.1M Sell
182,656
-1,611
-0.9% -$99.3K 0.8% 34
2013
Q3 		$10.1M Buy
184,267
+134,544
+271% +$7.21M 0.8% 32
2013
Q2 		$2.46M Buy
+49,723
New +$2.2M 0.2% 108

Other funds holding SFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

McAdams Wright Ragen's SFG Position: Q3 2014 in Review

McAdams Wright Ragen reduced its STANCORP FINL GRP (SFG) stake by 2.2% in Q3 2014, selling an estimated $253K and leaving 175,331 shares worth $11.1M. The position accounts for 0.62% of the portfolio, ranked #42.

McAdams Wright Ragen first reported a position in SFG in Q2 2013 and has held it in 6 quarters since. The position peaked at $12.1M in Q4 2013. 190 funds tracked by Wall St. Rank hold SFG as of Q3 2014.

  • McAdams Wright Ragen held 175,331 shares of STANCORP FINL GRP worth $11.1M as of Q3 2014.
  • McAdams Wright Ragen sold 3,992 STANCORP FINL GRP shares in Q3 2014, an estimated $253K.
  • STANCORP FINL GRP made up 0.62% of McAdams Wright Ragen's portfolio in Q3 2014, its #42 holding.
  • McAdams Wright Ragen first reported a position in STANCORP FINL GRP in Q2 2013 and has held it in 6 quarters since.
  • McAdams Wright Ragen's STANCORP FINL GRP position peaked at $12.1M in Q4 2013.
  • 190 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.