PIM
SFG

Parasol Investment Management’s STANCORP FINL GRP SFG Stock Holding History

Parasol Investment 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
2015
Q3 		– Sell
-38
Closed -$3K – 256
2015
Q2 		$3K Hold
38
– – ﹤0.01% 241
2015
Q1 		$3K Hold
38
– – ﹤0.01% 251
2014
Q4 		$3K Hold
38
– – ﹤0.01% 287
2014
Q3 		$2K Hold
38
– – ﹤0.01% 276
2014
Q2 		$2K Hold
38
– – ﹤0.01% 261
2014
Q1 		$3K Hold
38
– – ﹤0.01% 232
2013
Q4 		$3K Buy
+38
New +$2.34K ﹤0.01% 231

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parasol Investment Management's SFG Position: Q3 2015 in Review

Parasol Investment Management sold out of STANCORP FINL GRP (SFG) in Q3 2015, closing a stake of 38 shares — an estimated $3K sold.

Parasol Investment Management first reported a position in SFG in Q4 2013 and held it in 7 quarters. The position peaked at $3K in Q2 2015. 224 funds tracked by Wall St. Rank hold SFG as of Q3 2015.

  • Parasol Investment Management reported no remaining STANCORP FINL GRP position as of Q3 2015 after selling out during the quarter.
  • Parasol Investment Management sold 38 STANCORP FINL GRP shares in Q3 2015, an estimated $3K.
  • Parasol Investment Management first reported a position in STANCORP FINL GRP in Q4 2013 and held it in 7 quarters.
  • Parasol Investment Management's STANCORP FINL GRP position peaked at $3K in Q2 2015.
  • 224 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2015.

Based on Parasol Investment Management's 13F filing for Q3 2015, filed 22 Oct 2015.