PIM
SFG

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

Perkins 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
Q4 		– Sell
-4,372
Closed -$499K – 250
2015
Q3 		$499K Sell
4,372
-164,083
-97% -$17.2M 0.01% 224
2015
Q2 		$12.7M Sell
168,455
-36,468
-18% -$2.68M 0.15% 153
2015
Q1 		$14.1M Sell
204,923
-101,681
-33% -$6.77M 0.14% 151
2014
Q4 		$21.4M Buy
306,604
+75,471
+33% +$5.03M 0.2% 131
2014
Q3 		$14.6M Buy
+231,133
New +$14.6M 0.13% 153

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 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Perkins Investment Management's SFG Position: Q4 2015 in Review

Perkins Investment Management sold out of STANCORP FINL GRP (SFG) in Q4 2015, closing a stake of 4,372 shares — an estimated $499K sold.

Perkins Investment Management first reported a position in SFG in Q3 2014 and held it in 5 quarters. The position peaked at $21.4M in Q4 2014. 219 funds tracked by Wall St. Rank hold SFG as of Q4 2015.

  • Perkins Investment Management reported no remaining STANCORP FINL GRP position as of Q4 2015 after selling out during the quarter.
  • Perkins Investment Management sold 4,372 STANCORP FINL GRP shares in Q4 2015, an estimated $499K.
  • Perkins Investment Management first reported a position in STANCORP FINL GRP in Q3 2014 and held it in 5 quarters.
  • Perkins Investment Management's STANCORP FINL GRP position peaked at $21.4M in Q4 2014.
  • 219 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2015.

Based on Perkins Investment Management's 13F filing for Q4 2015, filed 16 Feb 2016.