NAM
SFG

NorthCoast Asset Management’s STANCORP FINL GRP SFG Stock Holding History

NorthCoast Asset 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
2014
Q1 		– Sell
-18,133
Closed -$1.2M – 217
2013
Q4 		$1.2M Buy
+18,133
New +$1.12M 0.08% 100

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

NorthCoast Asset Management's SFG Position: Q1 2014 in Review

NorthCoast Asset Management sold out of STANCORP FINL GRP (SFG) in Q1 2014, closing a stake of 18,133 shares — an estimated $1.2M sold.

NorthCoast Asset Management first reported a position in SFG in Q4 2013 and held it in 1 quarter. The position peaked at $1.2M in Q4 2013. 201 funds tracked by Wall St. Rank hold SFG as of Q1 2014.

  • NorthCoast Asset Management reported no remaining STANCORP FINL GRP position as of Q1 2014 after selling out during the quarter.
  • NorthCoast Asset Management sold 18,133 STANCORP FINL GRP shares in Q1 2014, an estimated $1.2M.
  • NorthCoast Asset Management first reported a position in STANCORP FINL GRP in Q4 2013 and held it in 1 quarter.
  • NorthCoast Asset Management's STANCORP FINL GRP position peaked at $1.2M in Q4 2013.
  • 201 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q1 2014.

Based on NorthCoast Asset Management's 13F filing for Q1 2014, filed 13 May 2014.