Palladiem’s STANCORP FINL GRP SFG Stock Holding History

Palladiem’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 Q3	$4K	Hold	37	–	–	0.01%	123
2015 Q2	$3K	Hold	37	–	–	﹤0.01%	226
2015 Q1	$3K	Hold	37	–	–	﹤0.01%	162
2014 Q4	$3K	Buy	+37	New	+$2.47K	﹤0.01%	180

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 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Palladiem's SFG Position: Q3 2015 in Review

Palladiem held its STANCORP FINL GRP (SFG) position steady in Q3 2015 at 37 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #123.

Palladiem first reported a position in SFG in Q4 2014 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold SFG as of Q3 2015.

Palladiem held 37 shares of STANCORP FINL GRP worth $4K as of Q3 2015.
Palladiem left its STANCORP FINL GRP share count unchanged in Q3 2015.
STANCORP FINL GRP made up 0.01% of Palladiem's portfolio in Q3 2015, its #123 holding.
Palladiem first reported a position in STANCORP FINL GRP in Q4 2014 and has held it in 4 quarters since.
224 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2015.

Based on Palladiem's 13F filing for Q3 2015, filed 29 Oct 2015.